Great-West Financial Empower Retirement

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Fund & Fee Change Specialist

Fund & Fee Change Specialist

Job ID 
14483
# Positions 
1
Location 
US-CO-Denver (DTC)
Posted Date 
8/3/2017
Category 
Finance

More information about this job

Position Highlights

Under general supervision, serves as the first line of contact for internal client service managers, internal and external relationship managers regarding plan initiated fund and fee change requests. Handles moderately complex inquiries and problem resolution.

Primary Responsibilities

  • Provides prompt, accurate and professional responses to internal telephone inquiries, email requests and service requests including, but not limited to, requests for plan level fund, fee change, and manual mailing requests.
  • Facilitate the fund and fee change scheduling with numerous internal teams and departments.
  • Delegates inquiries to the appropriate unit for timely resolution.
  • Compose routine written correspondence and conducts research into problems and inquiries.
  • Handle most issues independently while maintaining the departments minimum quality, productivity and time standards.
  • Prepares simple written correspondence and conducts preliminary research into problems and inquiries
  • Strong attention to detail is required
  • Ability to multitask and utilize dual monitors to work in multiple operating systems or vendor sites simultaneously
  • Adheres to the service standard deadlines
  • Ability to handle fast paced order processing environment, repetitive duties and ability to embrace change positively

Qualifications

  • 4 year degree or equivalent experience
  • Financial services experience preferred
  • Requires superior communication skills, both verbal and written.

 

Physical Requirements/Working Conditions:

  • Normal Office Working Conditions
  • Using established procedures and working under moderate supervision, performs assigned tasks. Performs review of data and activity to prevent risk of loss due to errors. Develops working relationships with peers and management

 

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job.  They are not intended to be an exhaustive list of responsibilities, duties and skills.

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