Job type full-time
Full job description
The speed of technologyThe influx of dataShifting regulationsIncreased customer expectationsThat`s where you`ll find ss&c, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirementsMastering complexity is a constantly changing and evolving challenge – one that only a few people can embrace and thrive uponIf you see your opportunity in complexity, then we are the right fit for youJob description: organizational overview while working at dst financial services, you will help our clients discover opportunities in the complexities associated with mounting inflows of data, rapid technological advancements, shifting regulatory change, rising security risks and increasing demands from their customersYour job is to help our clients discover opportunity through technology, strategic advisory and business improvement solutionsYou will work with some of the world’s leading alternative asset managers, asset management service companies, banking companies, broker-dealers, distribution companies, insurance companies and retirement companiesEveryday our global offices in australia, the united kingdom and the united states work together to master the complexity of the financial industry to transform the most challenging tasks into opportunity and competitive advantage.
Role overview the retirement solutions group is seeking experienced account managers to join our rapidly growing relationship management teamIn this role, you will be the primary contact on an assigned “book of business” of small asset, complex and sensitive plan sponsors and brokersAccount managers are the liaison between the plan sponsors and various internal groupsResponsibilities
Respond to plan sponsors’ requests for information on a variety of issues, including on-going requests for plan amendmentsThis includes consultative services.
Obtain all necessary information, determine feasibility of requests, and submits requests to individual specialists for action.
Interface with management and internal support groups in order to research issues and coordinate responses to plan sponsorsThis includes conducting trend analysis of issues, response times, and other valuable statistics.
Develop and recommend improvements to workflows and procedures in order to increase efficiency and client satisfaction.
Assist in the collection, review and preparation of client information used for compliance testing and filings.
Communicate with compliance testing and reporting specialists regarding testing and 5500 results or issues and is responsible for final review of each plan sponsor’s compliance package.
Promote customer satisfaction through proactive and effective service delivery, and ensure prompt and effective response to all plan sponsor inquiries.
Bachelor’s degree and 2 years of work-related experience, or a master’s degree and 1 year of work-related experience, or 4 years equivalent work-related experience.
3-5 years of defined contribution plan administration/ management experience, with a strong background in customer service/relationship management required.
Advanced knowledge of microsoft office applications; specifically excel and powerpoint.
Advanced knowledge of employee retirement income security act (erisa), department of labor (dol), and internal revenue service (irs) regulatory issues highly desired.
Strong understanding of tpa, plan sponsor, broker, and participant roles and responsibilities in qualified plans, as well as understanding of testing and plan documents.
Location: kansas city missouri ss&c is an equal opportunity employer and values a diverse and inclusive workplaceAll qualified candidates will receive consideration for employment without regard to age, race, color, religion, genetic information, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by lawFor more information about equal opportunity in the workplace please click here and here Ss&c is committed to working with and providing reasonable accommodation to job applicants with disabilitiesIf you are a qualified individual with a disability and need an accommodation or accessibility assistance to complete the online application, please contact us at firstname.lastname@example.org for assistance.
Posted 30+ days ago