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401 (k) Service Associate

Company: The Roush Group
Location: Fresno
Posted on: November 26, 2022

Job Description:

We are looking for a Bilingual Retirement Plan Associate to join our team!
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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