401 (k) Service Associate
Company: The Roush Group
Posted on: November 26, 2022
We are looking for a Bilingual Retirement Plan Associate to join
This person will be responsible for assisting the firm with
day-to-day operations and the installation of new Retirement Plans.
They must have critical thinking and forward-thinking skills to
strengthen client relationships and anticipate the client's needs
to deliver exceptional service.
They will also be responsible for conducting 401(k) education and
enrollment meetings, forecasting and resolving the needs of C-suite
level executives and plan participants, as well as the daily plan
operations and pro-active service calls, resulting in client
retention and our white-glove service standards.
Keywords: The Roush Group, Fresno , 401 (k) Service Associate, Other , Fresno, California
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