Implementation Coordinator, RPS Product Support Services

This is a fully remote position, open to applicants in Minnesota.

📋 Description

• Overseeing the client relationship through the introduction of new products, mergers, terminations, continuous communication, and transitions between products and services.

• Serving as the intermediary to assess client requirements by creating, proposing, and executing solutions.

• Offering operational process assistance to clients and Ascensus personnel.

• Reporting any compliance or procedural inconsistencies.

• Facilitating follow-up actions to address technology obstacles.

⛳️ Requirements

• An Associate Degree in Business, Finance, or equivalent work experience is required.

• A minimum of 2 years of experience in customer service and project management is necessary.

• Familiarity with IRA, ESA, and HSA compliance is preferred.

• Proficiency in MS Office software applications, particularly Word and Excel.

• Experience with IRAdirect and CRM systems is preferred.

• Prior knowledge of the financial services sector is advantageous.

• Experience in project management is essential.

• Must demonstrate exceptional attention to detail.

• Strong organizational abilities are required.

• Capability to manage multiple tasks with conflicting priorities and adapt to a dynamic workload daily.

• Outstanding verbal and written communication skills are necessary.

• Excellent interpersonal abilities are required.

• Must be able to work within established deadlines.

• Proven customer service skills and a solid customer service perspective are essential.

• Demonstrated effectiveness in listening and problem-solving skills is required.

• Must be adaptable to change and able to manage additional essential tasks as assigned.

• Willingness to travel is necessary.

🏝️ Benefits

• Health insurance

• Retirement plans

• Paid time off

• Professional development

• Flexible work arrangements