• Contributing to various team meetings • Participating in day-to-day communication with clients proactively • Assisting clients with questions and issue resolution • Managing review meetings directly or in coordination with Retirement Advisors • Preparing client meeting and other presentation materials in collaboration with the retirement client service team and with Retirement Advisors • Conducting employee education workshops and enrollment meetings • Coordinating with other departments to ensure deadlines are met • Maintaining client support technology systems including databases, client relationship management systems, and investment analytics application • Assisting in the completion of additional reports and presentations as necessary • Helping the team in streamlining services and implementing new applications, software, and products • Contributing to a positive workplace environment • Ensuring the highest level of customer service and satisfaction