Great-West Financial Empower Retirement

  • Client Service Coordinator, Large/Mega 401(k) Plans

    Location US-KS-Overland Park
    Posted Date 1 month ago(6/19/2018 12:14 PM)
    Job ID
    15851
    # Positions
    1
    Category
    Account Operations
  • Position Highlights

    Would you like to be a part of one of America's leading financial services firms? Great-West Financial is the nation’s second largest insurer in sales of individual life insurance through banks. We also offer annuity and executive benefits products. Under Empower Retirement, we provide employer sponsored retirement plans as the nation’s second largest retirement plan provider.

     

    Our over 5,000 associates across 40 locations across the country provide world class service to:

     

    30,000+ employer sponsored retirement plans

    8 million+ employees participating in their employer-sponsored retirement plan

    467,700+ individual life insurance and annuity accounts

    $460 billion+ total assets under administration

     

     

     

    Empower Retirement currently has an opening for a Client Service Coordinator. The Client Service Coordinator serves as an operational contact representing Empower Retirement for a specified block of business. Responds to plan level inquiries from internal and external Clients as needed, regarding operations of retirement plans on the recordkeeping system. Manages daily communications with internal and external parties to maintain, improve and develop strong client relationships; manages and coordinates plan administration. Supports the Client Service Managers and management in their daily activities. Long-term projects and research items may also be assigned.

    Primary Responsibilities

    • Follows up on outstanding issues with internal functional areas as well as with external clients. Typical issues may be related to: plan set-up, plan documents, contributions, loans, distributions, enrollment, coordination of plan-level contact or plan changes, product changes, fund adds/eliminations, plan amendments, statement reviews, banking/division/pay center changes, forms customization or updates, and pricing changes/recoveries.
    • Ensures issues are being resolved and clients are kept apprised of progress, providing the highest level of customer service and satisfaction. Typically handles standard/routine problems/issues and refers more complex issue to senior staff.
    • May participate in conference calls and meetings to assist plan sponsor to resolve questions or issues.
    • Assists with the daily activities of the Client Service Manager staff by handling tickets to fulfill services requests, such as Contact Servicer changes, Social Security Number corrections, and fund changes.
    • Assists with research and long-term projects.
    • Over time and commensurate with experience, team member is expected to demonstrate overall proficiency, self-reliance and resourcefulness.

    Qualifications

    • Associates Degree, preferably in Business, Finance or a related field preferred. Equivalent work experience will be considered in lieu of a degree. 
    • A minimum of one year of experience in the financial services industry
    • Knowledge of ERISA, DOL and applicable IRS regulations related to retirement plans.
    • Knowledge of Microsoft Office Suite
    • Excellent written and verbal communication skills
    • Ability to multi-task, prioritize, and problem-solve effectively.
    • Low level of autonomy and degree of decision making and escalates high impact decisions to management
    • Cross-functional collaboration with legal, compliance, systems, Distributions/Loans, technical support
    • Works with a wide audience, including management and frontline associates

     

    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.

    About Great-West Financial

    At Great-West Financial® and Empower Retirement, our more than 5,700 global associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you’re interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We’re an equal opportunity employer dedicated to workforce diversity. We’re also committed to providing a drug-free workplace.

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