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Client Services Associate

  • Location: Minneapolis, 55402
  • Job Type:Contract

Posted about 1 year ago

Terrific Long-Term Contract Opportunity with a FULL suite of benefits!
Come work for this award-winning retirement and global asset management leader, helping people and businesses navigate a wide range of financial products and services, including retirement, investment services and insurance.

Position: Client Services Associate
Location: Minneapolis, MN 55402
Term: 12 months
Day-to-Day Responsibilities:
  • Establish and maintain effective relationships with Retirement plan clients to ensure profitability for all stakeholders.
  • Partner with retirement plan service representatives and marketers to enhance relationships between customers and the company.
  • Independently deliver accurate and timely retirement plan administrative and marketing services.
  • Comply with a Code of Ethics which covers a number of obligations related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Is this a good fit? (Requirements):
  • Strong written and verbal communication, interpersonal, basic math, organizational, reading comprehension, interpretation, negotiation, analytical and problem-solving skills.
  • Basic knowledge of related plan and contract documents, manuals, procedures, and company products and services.
  • Ability to balance working independently with working in a team environment and display a sense of urgency, to meet customer needs and achieve overall retirement plan goals.
  • Good understanding of accounting and recordkeeping systems and PC applications.
About our client
Our client is a global financial company with 18,000 employees passionate about improving the wealth and well-being of people and businesses. In business for more than 140 years, it has helped more than 38 million customers plan, insure, invest, and retire, while working to support the communities where it does business, improve our planet, and build a diverse, inclusive workforce. Discover, grow, and thrive as part of a team that supports you