Wealth Delivery Specialist

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

📋 Description

• Oversee activities associated with client Wealth plans

• Ensure adherence to Service Level Agreements

• Cultivate a comprehensive understanding of plan provisions

• Recognize opportunities for knowledge enhancement

• Organize tasks to efficiently address client needs

• Inquire and respond to client requirements promptly

• Maintain current knowledge of client plan provisions and related documentation

• Adhere to established procedures and process guidelines while meeting or surpassing performance targets

• Guarantee timely and accurate task delivery in accordance with Service Level Agreements

• Promptly execute new or ad hoc tasks to fulfill client and internal objectives

• Mentor and train new team members on client specifications when suitable

• Create and revise Standard Operating Procedures as necessary

• Examine incoming and outgoing data to ensure quality results

⛳️ Requirements

• Minimum of 2 years experience in Customer Service

• Advanced skills in Microsoft Excel, including data analysis, formula creation, report development, and utilization of pivot tables and VLOOKUP/XLOOKUP

• Capability to research and analyze complex data/plan provisions to resolve participant-related issues

• Experience in a client-facing role

• Strong verbal and written communication skills with stakeholders

• Valid work authorization in the United States that does not currently or in the future require visa sponsorship

• Successful completion of a background check upon receiving a job offer

🏝️ Benefits

• Health, dental, and vision coverage starting from Day One

• Wellbeing programs

• Retirement plans with matching contributions

• Generous time-off policy

• Parental leave

• Opportunities for continuing education

• Career advancement opportunities

• Flexible working arrangements whenever feasible

• Competitive total rewards package

• Ongoing education and training

• Potential for growth within a global organization

• Eligibility for bonuses and/or incentives may vary based on role and level