• Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform • Resolves team escalations, documents procedures and identifies areas for process improvement • Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication • Acts in a pro-active manner with assigned clients and builds relationships to ensure retention • Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues • May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed • Performs under pressure with minimal direction • Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy • Focuses on learning in everyday activities and events • Collaborates with and openly shares knowledge with colleagues.