• This position provides client service to our partners, intermediaries and plan sponsors. • Serve as a resource to plan sponsors and financial advisors for matters related to plan level investment change requests, model additions, maintenance and self-direct brokerage setup. • Work with all internal Trade teams to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues. • Engage clients with value added consulting. • Develop a thorough understanding of our business, products and services. • Consistently deliver a high level of proactive client service in a professional manner. • Develop effective working relationships with team and internal departments to deliver effective service for our clients. • Provide thorough, high quality research, problem solving and issue resolution. • Ensure inquiries and issues are resolved and service levels are met. • Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. • Help drive increases in client retention by reacting appropriately to client communications and activities. • Respond to inquiries on the status of plan activity (plan level events, corporate actions, broker changes, etc.). • Support the Trade Services teams in their efforts to provide quality results. • Inquire with clients as requested. • Perform other duties and participate in special projects as assigned.