General Description:
Responsible for day-to-day servicing, client satisfaction, and retention of DCC investment advisory clients. Consult with clients on fiduciary oversight, industry trends, compliance, plan design, and operational processes. Provide guidance on service enhancements and product developments availability.
Responsibilities:
•Provide proactive, personalized support to assigned mid-market DCC clients.
•Coordinate delivery of periodic 401(k) Committee meetings.
•Maintain service calls with clients and recordkeepers. Facilitate efficient and compliant plan operations.
•Review documents and service agreements on behalf of clients. Includes understanding client needs and engaging resources/solutions to meet those needs. Ensure solutions meet compliance and operational requirements.
•Lead client projects and ensure timely completion.
•Review plan fees and make recommendations to Practice Leaders for changes as needed.
•With support of leadership, deliver and secure fee changes with clients. Includes negotiating with recordkeepers for services and/or fee concessions.
•Answer client questions regarding plan operations, compliance, fees, and investments.
•Participate in sales finals presentations and support the sales process. Rebid RFPs.
•Collaborate with Consulting Solutions, Sales, Investment Advisory, and Legal teams to serve clients.
•Mentor/train less experienced team members. Oversee work of team members assisting with their assigned clients.
•Review and improve processes to ensure operational efficiency and optimal results for internal and external clients.
Knowledge, Skills and Abilities:
•3-5 years of retirement experience.
•Bachelor's degree in math or business preferred, or equivalent work experience.
•Working knowledge of the operation, design, and regulations governing DC plans.
•Self-motivated and detail oriented.
•Comfortable with internet-based programs and Microsoft Office products.
•Problem-solving ability.
•Strong verbal and written communication and customer service skills.
•Ability to work in a team environment and adapt to new or changing circumstances.
•May include up to 15% travel.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .
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