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Most recent job postings at Asian Development Bank
via ZipRecruiter
schedule_type: Full-time
Position Overview
Uses workforce scheduling applications to track and monitor call volume and trends. Monitors productivity metrics and schedules to ensure adequate staffing to meet business needs. Develops and maintains a scheduling database to track availability of associates. Prepares and communicates schedules based on call volume forecasts and available staffing. Frequently provides call... volume/agent reports.
Responsibilities
Uses workforce
Position Overview
Uses workforce scheduling applications to track and monitor call volume and trends. Monitors productivity metrics and schedules to ensure adequate staffing to meet business needs. Develops and maintains a scheduling database to track availability of associates. Prepares and communicates schedules based on call volume forecasts and available staffing. Frequently provides call... volume/agent reports.
Responsibilities
Uses workforce scheduling applications to track and monitor call volume and trends; identifies agents outside acceptable thresholds and communicates discrepancies to the appropriate manager/supervisor.
Monitors productivity metrics and schedules to ensure adequate staffing in coordination with training, meetings, breaks/meals, and time-off as needed.
Develops and maintains a scheduling database to track availability of associates. Prepares and communicates daily and weekly schedules based on call volume forecasts and available staffing; coordinates associate schedule change requests and scheduling of time-off.
Provides call volume/agent reports on daily, weekly, and monthly basis.
Competencies
Customer Orientation/Positive Impact
Results Orientations/Sense of Urgency
Change Mastery
Relationship Building/Sensitivity
Problem Solving and Decision Making
Initiative
Education and Experience Requirements
High school diploma/GED with 1-3 years of call center operations experience and/or training required, or an equivalent combination of education and experience
Workforce scheduling experience preferred
Knowledge, Skills, and Abilities
Knowledge of call center operations and scheduling Computer skills in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Verbal and written communication skills
Analytical skills
Problem solving and decision making
Attention to detail
Conflict resolution
Organization, time management, multi-tasking
Employment Type: FULL_TIME Show more details...
Uses workforce scheduling applications to track and monitor call volume and trends. Monitors productivity metrics and schedules to ensure adequate staffing to meet business needs. Develops and maintains a scheduling database to track availability of associates. Prepares and communicates schedules based on call volume forecasts and available staffing. Frequently provides call... volume/agent reports.
Responsibilities
Uses workforce scheduling applications to track and monitor call volume and trends; identifies agents outside acceptable thresholds and communicates discrepancies to the appropriate manager/supervisor.
Monitors productivity metrics and schedules to ensure adequate staffing in coordination with training, meetings, breaks/meals, and time-off as needed.
Develops and maintains a scheduling database to track availability of associates. Prepares and communicates daily and weekly schedules based on call volume forecasts and available staffing; coordinates associate schedule change requests and scheduling of time-off.
Provides call volume/agent reports on daily, weekly, and monthly basis.
Competencies
Customer Orientation/Positive Impact
Results Orientations/Sense of Urgency
Change Mastery
Relationship Building/Sensitivity
Problem Solving and Decision Making
Initiative
Education and Experience Requirements
High school diploma/GED with 1-3 years of call center operations experience and/or training required, or an equivalent combination of education and experience
Workforce scheduling experience preferred
Knowledge, Skills, and Abilities
Knowledge of call center operations and scheduling Computer skills in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Verbal and written communication skills
Analytical skills
Problem solving and decision making
Attention to detail
Conflict resolution
Organization, time management, multi-tasking
Employment Type: FULL_TIME Show more details...
via ZipRecruiter
schedule_type: Full-time
Looking for an aggressive, motivated, professional individual with high energy to work in a fast paced environment.
Requirements...
The ideal candidate will have 1 -5 years of dispatch experience and experience in the transportation industry. This person must possess excellent communication and negotiation skills, have multi-tasking abilities and be capable of interacting with potential and existing clients.
Employment Type: FULL_TIME
Looking for an aggressive, motivated, professional individual with high energy to work in a fast paced environment.
Requirements...
The ideal candidate will have 1 -5 years of dispatch experience and experience in the transportation industry. This person must possess excellent communication and negotiation skills, have multi-tasking abilities and be capable of interacting with potential and existing clients.
Employment Type: FULL_TIME Show more details...
Requirements...
The ideal candidate will have 1 -5 years of dispatch experience and experience in the transportation industry. This person must possess excellent communication and negotiation skills, have multi-tasking abilities and be capable of interacting with potential and existing clients.
Employment Type: FULL_TIME Show more details...
via ZipRecruiter
schedule_type: Full-time
POSITION SUMMARY
This position maybe the most frequent point of contact with our customers. Through telephone interaction with customers, this position will play a vital role in the experience by primarily reviewing customers needs to determine the area that may be able to assist them best...
GENERAL LEVEL OF RESPONSIBILITY
The position is a non-exempt level and will have the opportunity to provide top-notch customer service by handling customer
POSITION SUMMARY
This position maybe the most frequent point of contact with our customers. Through telephone interaction with customers, this position will play a vital role in the experience by primarily reviewing customers needs to determine the area that may be able to assist them best...
GENERAL LEVEL OF RESPONSIBILITY
The position is a non-exempt level and will have the opportunity to provide top-notch customer service by handling customer inquires. Your day will be spent having professional and friendly interactions with potential customers to understand their needs. From your questions and information provided by the customer you will also determine what alternative areas that can best respond to the customer's needs.
TYPICAL JOB DUTIES
Under direct supervision, utilize pre-determined scripting and call flow guides to review customers needs. Exercise some judgment capability; is able to work independently on routine matters. Individual is accountable to adhere to routine call center metrics such as schedule adherence and attendance policy. Handles incoming calls, follows departmental guidelines to assess customer needs. Answers routine customer inquires and responds to questions and complaints delivered by the customer by telephone. Refers more difficult or complex problems to supervisor. Will utilize the computer to update and access customer information.
Qualifications
DESIRED BACKGROUND OR TRAINING
1-2 years experience in a Customer Service environment, Requires basic computer proficiency. Strong communication and customer service skills with ability to professionally handle customer objections with rebuttals. Experience working well in a team environment to service customers. Exceptional problem solving skills and the ability to follow procedures. Strong listening and verbal communication skills.
Detail-oriented and organized with ability to multi-task. Must have the ability to work specific shift schedules. Various shifts are available e which include some weekends and evenings.
Employment Type: FULL_TIME Show more details...
This position maybe the most frequent point of contact with our customers. Through telephone interaction with customers, this position will play a vital role in the experience by primarily reviewing customers needs to determine the area that may be able to assist them best...
GENERAL LEVEL OF RESPONSIBILITY
The position is a non-exempt level and will have the opportunity to provide top-notch customer service by handling customer inquires. Your day will be spent having professional and friendly interactions with potential customers to understand their needs. From your questions and information provided by the customer you will also determine what alternative areas that can best respond to the customer's needs.
TYPICAL JOB DUTIES
Under direct supervision, utilize pre-determined scripting and call flow guides to review customers needs. Exercise some judgment capability; is able to work independently on routine matters. Individual is accountable to adhere to routine call center metrics such as schedule adherence and attendance policy. Handles incoming calls, follows departmental guidelines to assess customer needs. Answers routine customer inquires and responds to questions and complaints delivered by the customer by telephone. Refers more difficult or complex problems to supervisor. Will utilize the computer to update and access customer information.
Qualifications
DESIRED BACKGROUND OR TRAINING
1-2 years experience in a Customer Service environment, Requires basic computer proficiency. Strong communication and customer service skills with ability to professionally handle customer objections with rebuttals. Experience working well in a team environment to service customers. Exceptional problem solving skills and the ability to follow procedures. Strong listening and verbal communication skills.
Detail-oriented and organized with ability to multi-task. Must have the ability to work specific shift schedules. Various shifts are available e which include some weekends and evenings.
Employment Type: FULL_TIME Show more details...
via ZipRecruiter
schedule_type: Full-time
Description
Follow the progress of the daily jobs to insure timeliness and prevent service failures...
Communicate progress to all affected parties including coordinators, sales staff, risk management, office staff and accounting department
Communicate job scopes and details of jobs for each day to all contractors and/or hourly employees
Provide on-time support
Be available, even after hours, to assist contractors as well as the office
Provide
Description
Follow the progress of the daily jobs to insure timeliness and prevent service failures...
Communicate progress to all affected parties including coordinators, sales staff, risk management, office staff and accounting department
Communicate job scopes and details of jobs for each day to all contractors and/or hourly employees
Provide on-time support
Be available, even after hours, to assist contractors as well as the office
Provide training to personnel and contractors on proper workplace procedures
Provide accurate weights and keep account of all certified scale tickets along with money collected at time of sales
Ensure every encounter with internal and external customers meets expectations while exhibiting a positive, professional attitude and emphasizing our commitment to quality.
Take part in determining when training is needed to personnel and contractors on proper workplace procedures and ensure that it is completed in a timely manner
Maintain organization by accepting ownership of accomplishing new and different tasks and continue to explore opportunities to add value
Participate and cover responsibilities from other team members in times of need and participate on the rotating Saturday Schedule
Skills/Qualifications:
Computer Skills: Word, Excel, Outlook, AS400, MicroSoft Office
Management of people with diverse backgrounds
Quality Management and the development of employee and work standards
Possess the ability to build relationships with customers and sales representatives. Able to respond to and resolve problems quickly
Equipment and Supply Management
Safety Management - employees, equipment and warehouse
Must be deadline-oriented, organized, dependable, ability to multi-task, and have excellent time management
Employment Type: FULL_TIME Show more details...
Follow the progress of the daily jobs to insure timeliness and prevent service failures...
Communicate progress to all affected parties including coordinators, sales staff, risk management, office staff and accounting department
Communicate job scopes and details of jobs for each day to all contractors and/or hourly employees
Provide on-time support
Be available, even after hours, to assist contractors as well as the office
Provide training to personnel and contractors on proper workplace procedures
Provide accurate weights and keep account of all certified scale tickets along with money collected at time of sales
Ensure every encounter with internal and external customers meets expectations while exhibiting a positive, professional attitude and emphasizing our commitment to quality.
Take part in determining when training is needed to personnel and contractors on proper workplace procedures and ensure that it is completed in a timely manner
Maintain organization by accepting ownership of accomplishing new and different tasks and continue to explore opportunities to add value
Participate and cover responsibilities from other team members in times of need and participate on the rotating Saturday Schedule
Skills/Qualifications:
Computer Skills: Word, Excel, Outlook, AS400, MicroSoft Office
Management of people with diverse backgrounds
Quality Management and the development of employee and work standards
Possess the ability to build relationships with customers and sales representatives. Able to respond to and resolve problems quickly
Equipment and Supply Management
Safety Management - employees, equipment and warehouse
Must be deadline-oriented, organized, dependable, ability to multi-task, and have excellent time management
Employment Type: FULL_TIME Show more details...
via ZipRecruiter
schedule_type: Full-time
This position will require someone that can work flexible hours 7 days per week. Please submit your resume today for consideration.
MUST BE ABLE TO MEET THE FOLLOWING REQUIREMENTS...
• High School Diploma/GED (required)
• Have at least 2 YEARS RECENT EXPERIENCE - IN CALL ENVIRONMENT
• Pass Drug & Background Screening
• Able to work on the Weekends - as weekend dates are incorporated into your standard work schedule
Employment Type: FULL_TIME
This position will require someone that can work flexible hours 7 days per week. Please submit your resume today for consideration.
MUST BE ABLE TO MEET THE FOLLOWING REQUIREMENTS...
• High School Diploma/GED (required)
• Have at least 2 YEARS RECENT EXPERIENCE - IN CALL ENVIRONMENT
• Pass Drug & Background Screening
• Able to work on the Weekends - as weekend dates are incorporated into your standard work schedule
Employment Type: FULL_TIME Show more details...
MUST BE ABLE TO MEET THE FOLLOWING REQUIREMENTS...
• High School Diploma/GED (required)
• Have at least 2 YEARS RECENT EXPERIENCE - IN CALL ENVIRONMENT
• Pass Drug & Background Screening
• Able to work on the Weekends - as weekend dates are incorporated into your standard work schedule
Employment Type: FULL_TIME Show more details...
via ZipRecruiter
schedule_type: Full-time
Job Description
This position is responsible for monitoring the fuel inventory at all company and dealer locations. This includes...
Dispatching company drivers and common carriers to replenish fuel inventory keeping stores in-stock while minimizing cost to Company in Fuel Sourcing.
Completing daily and weekly operational reports
Cover shifts as needed. Transportation is a 24 hours a day, 7 days a week/365 day a year operation.
Additional duties
Job Description
This position is responsible for monitoring the fuel inventory at all company and dealer locations. This includes...
Dispatching company drivers and common carriers to replenish fuel inventory keeping stores in-stock while minimizing cost to Company in Fuel Sourcing.
Completing daily and weekly operational reports
Cover shifts as needed. Transportation is a 24 hours a day, 7 days a week/365 day a year operation.
Additional duties may be assigned by the Transportation Manager as necessary.
Requirements:
High School degree or higher
Able to understand how different aspects of the supply chain interact with each other and then making decisions that optimize supply chain performance
Maximize customer service and company profits through effective management of fuel inventories, drivers, trucks, and fuel supply network
Excellent communication skills
Strong ability to multi-task (phone, computer, in person)
Able to effectively communicate with a number of different stakeholders and persuade to take action for the best benefit of the company
Ability to cover shifts as needed
Willing to work days, nights, weekends and holidays
Proven ability to problem solve. Taking initiative, understand business opportunities, analyze to identify root cause, develop an appropriate solution, and successfully implement the solution
Self-starter, looking for a great opportunity to grow and develop their career with a leading company.
Employment Type: FULL_TIME Show more details...
This position is responsible for monitoring the fuel inventory at all company and dealer locations. This includes...
Dispatching company drivers and common carriers to replenish fuel inventory keeping stores in-stock while minimizing cost to Company in Fuel Sourcing.
Completing daily and weekly operational reports
Cover shifts as needed. Transportation is a 24 hours a day, 7 days a week/365 day a year operation.
Additional duties may be assigned by the Transportation Manager as necessary.
Requirements:
High School degree or higher
Able to understand how different aspects of the supply chain interact with each other and then making decisions that optimize supply chain performance
Maximize customer service and company profits through effective management of fuel inventories, drivers, trucks, and fuel supply network
Excellent communication skills
Strong ability to multi-task (phone, computer, in person)
Able to effectively communicate with a number of different stakeholders and persuade to take action for the best benefit of the company
Ability to cover shifts as needed
Willing to work days, nights, weekends and holidays
Proven ability to problem solve. Taking initiative, understand business opportunities, analyze to identify root cause, develop an appropriate solution, and successfully implement the solution
Self-starter, looking for a great opportunity to grow and develop their career with a leading company.
Employment Type: FULL_TIME Show more details...
via ZipRecruiter
schedule_type: Full-time
Job Summary
Handles incoming service orders, directs drivers and resolves service issues...
Essential Duties and Responsibilities include the following
Works with routing specialists, route managers and the service department to optimize routes.
Dispatches drivers to calls as they are received, using information on customer needs, drivers? locations and loads, and daily factors to balance cost and speed of response.
Fields incoming calls from
Job Summary
Handles incoming service orders, directs drivers and resolves service issues...
Essential Duties and Responsibilities include the following
Works with routing specialists, route managers and the service department to optimize routes.
Dispatches drivers to calls as they are received, using information on customer needs, drivers? locations and loads, and daily factors to balance cost and speed of response.
Fields incoming calls from customers or customer service department, managing requests for pick-up or container delivery and ensuring same-day service.
Initiates outbound calls to customers while drivers are on-site/location, resolving pick-up and other issues.
Troubleshoots and resolves potent ial delivery and pick-up problems before they result in service issues.
Ensures same-day service on missed pick-ups by coordinating driver movement in the field.
Assists in determining daily level of driver staffing to provide best mix of responsiveness and productivity.
Identifies and plans deployment for increases/decreases in route volumes, shifting resources in response to seasonal and other fluctuations.
Records and documents information and distributes to appropriate departments, including: route information, driver productivity information, sales and service issues and opportunities, safety issues, and problem stops.
Ensures accuracy and thoroughness of pick-up, container delivery, service, and driver records.
Qualifications/Education and Experience
Required: High school diploma or G.E.D, and zero to four years previous experience
.Preferred: High school diploma or G.E.D, plus additional or specialized training in transportation, logistics, or similar area of study, and zero to four yeas previous experience.
Employment Type: FULL_TIME Show more details...
Handles incoming service orders, directs drivers and resolves service issues...
Essential Duties and Responsibilities include the following
Works with routing specialists, route managers and the service department to optimize routes.
Dispatches drivers to calls as they are received, using information on customer needs, drivers? locations and loads, and daily factors to balance cost and speed of response.
Fields incoming calls from customers or customer service department, managing requests for pick-up or container delivery and ensuring same-day service.
Initiates outbound calls to customers while drivers are on-site/location, resolving pick-up and other issues.
Troubleshoots and resolves potent ial delivery and pick-up problems before they result in service issues.
Ensures same-day service on missed pick-ups by coordinating driver movement in the field.
Assists in determining daily level of driver staffing to provide best mix of responsiveness and productivity.
Identifies and plans deployment for increases/decreases in route volumes, shifting resources in response to seasonal and other fluctuations.
Records and documents information and distributes to appropriate departments, including: route information, driver productivity information, sales and service issues and opportunities, safety issues, and problem stops.
Ensures accuracy and thoroughness of pick-up, container delivery, service, and driver records.
Qualifications/Education and Experience
Required: High school diploma or G.E.D, and zero to four years previous experience
.Preferred: High school diploma or G.E.D, plus additional or specialized training in transportation, logistics, or similar area of study, and zero to four yeas previous experience.
Employment Type: FULL_TIME Show more details...
via ZipRecruiter
schedule_type: Full-time
Job Responsibilities:
Using prescribed methods, performs specific and daily assignments of a beginning engineer/scientist. Applies standard practices and techniques in situations, adjusts and gathers data, and follows operations through a series of related steps or processes. Complete set-up and implementation of LEED Online Assist with development and improvement of LEED templates and tools... Contribute to white papers reviewing new regulations
Job Responsibilities:
Using prescribed methods, performs specific and daily assignments of a beginning engineer/scientist. Applies standard practices and techniques in situations, adjusts and gathers data, and follows operations through a series of related steps or processes. Complete set-up and implementation of LEED Online Assist with development and improvement of LEED templates and tools... Contribute to white papers reviewing new regulations or market developments, as directed Actively participate in implementing Corporate Sustainability Plan Ability to work on several concurrent projects Maintain project documents in an orderly fashion Participate in technical and professional societies Ability to work independently and as part of a team Perform other duties as necessary and assigned
Qualifications:
- 0-2 years professional experience including previous LEED Project experience
- Pursuit of LEED Green Associate accreditation
Employment Type: FULL_TIME Show more details...
Using prescribed methods, performs specific and daily assignments of a beginning engineer/scientist. Applies standard practices and techniques in situations, adjusts and gathers data, and follows operations through a series of related steps or processes. Complete set-up and implementation of LEED Online Assist with development and improvement of LEED templates and tools... Contribute to white papers reviewing new regulations or market developments, as directed Actively participate in implementing Corporate Sustainability Plan Ability to work on several concurrent projects Maintain project documents in an orderly fashion Participate in technical and professional societies Ability to work independently and as part of a team Perform other duties as necessary and assigned
Qualifications:
- 0-2 years professional experience including previous LEED Project experience
- Pursuit of LEED Green Associate accreditation
Employment Type: FULL_TIME Show more details...
via ZipRecruiter
schedule_type: Full-time
Job Description:
QUALIFICATIONS...
A high school diploma or equivalent. Ability to work under pressure and handle critical situations.
Other Requirements:
Must be able to communicate fluently in English both orally and in writing. Basic knowledge of computer operations including Microsoft Office
Experience:
Knowledge of Microsoft Office and data base skills
Responsibilities:
Operate the work control function to receive calls from personnel
Job Description:
QUALIFICATIONS...
A high school diploma or equivalent. Ability to work under pressure and handle critical situations.
Other Requirements:
Must be able to communicate fluently in English both orally and in writing. Basic knowledge of computer operations including Microsoft Office
Experience:
Knowledge of Microsoft Office and data base skills
Responsibilities:
Operate the work control function to receive calls from personnel and pass the requirements on the Maintenance Mechanics as Service Orders.
When a call comes in for maintenance and repair of some system, assigns a priority to the work in accordance.
Enters all pertinent information in the computer and prints a hard copy service order for the mechanics.
When necessary, pages the on-duty mechanic to respond to priority one work.
Maintains the service orders and preventive maintenance work orders in a suitable filing system.
- May be required to print pertinent computer-generated reports.
- Maintains the Key Control Log
- Maintains a sign-in sign-out book of all subcontractors and visitors
- Available for cross training and support of other office administration positions.
Employment Type: FULL_TIME Show more details...
QUALIFICATIONS...
A high school diploma or equivalent. Ability to work under pressure and handle critical situations.
Other Requirements:
Must be able to communicate fluently in English both orally and in writing. Basic knowledge of computer operations including Microsoft Office
Experience:
Knowledge of Microsoft Office and data base skills
Responsibilities:
Operate the work control function to receive calls from personnel and pass the requirements on the Maintenance Mechanics as Service Orders.
When a call comes in for maintenance and repair of some system, assigns a priority to the work in accordance.
Enters all pertinent information in the computer and prints a hard copy service order for the mechanics.
When necessary, pages the on-duty mechanic to respond to priority one work.
Maintains the service orders and preventive maintenance work orders in a suitable filing system.
- May be required to print pertinent computer-generated reports.
- Maintains the Key Control Log
- Maintains a sign-in sign-out book of all subcontractors and visitors
- Available for cross training and support of other office administration positions.
Employment Type: FULL_TIME Show more details...
via ZipRecruiter
schedule_type: Full-time
Position Summary
This position is responsible for developing and maintaining effective relationships with clients and is the direct client contact for plan services...
This position is responsible for communicating with clients regarding service delivery, providing assistance on day-to-day plan administration, troubleshooting plan issues, and discussing the impact of select requirements. This position ensures the delivery of optimal service, client
Position Summary
This position is responsible for developing and maintaining effective relationships with clients and is the direct client contact for plan services...
This position is responsible for communicating with clients regarding service delivery, providing assistance on day-to-day plan administration, troubleshooting plan issues, and discussing the impact of select requirements. This position ensures the delivery of optimal service, client satisfaction and client retention.
Act as the primary contact for plans regarding day to day record keeping matters and provides prompt customer service.
Proactively communicates regularly with client to evaluate and ensure delivery of optimal service, client satisfaction and client retention.
Shows knowledge of Testing, how systems relate, resolves general POC questions, understands work flow, above average call handling, payroll feeds, progressing technically, escalates issues appropriately, sends issues to resolution appropriately.
Applies strategies where approprieate to clients for plan enhancements, additional business and overall retention and discusses these benefits with the client.
Maintain a basic understanding of the types of investments in each retirement plan and be a conduit for client questions.
Proactively discuss products and services, and plan desing with plan sponsors.
Assist clients with requests for plan changes and ensure the necessary project plans are followed through to completion.
Schedules Education Program for participant education workshops with the plan sponsor.
Request employee education workshops and literature.
Communicate compliance testing results and recommend options to improve results (if necessary).
Experience, Skills, Academic:
Minimum of 2 years of successful experience as a CLIENT SERVICE SPECIALIST lII (or equivalent administration experience).
Previous mgmt experience and training a plus. Working knowledge of 401k, call center, relationship management or similar experience
Demonstrates strong oral/written communication skills.
Demonstrates strong listening skills.
Utilizes tools to support daily functions such as Microsoft Office Products (Word, Excel, Outlook, etc)
Demonstrates ability to learn other proprietary system tools (Omni Plus, Power Image, and Clarify).
Demonstrates strong presentation skills.
Ability to coordinate and take the lead on conference calls.
Ability to guage client satisfaction through scheduled survey's, client visits and day-to-day interaction.
Employment Type: FULL_TIME Show more details...
This position is responsible for developing and maintaining effective relationships with clients and is the direct client contact for plan services...
This position is responsible for communicating with clients regarding service delivery, providing assistance on day-to-day plan administration, troubleshooting plan issues, and discussing the impact of select requirements. This position ensures the delivery of optimal service, client satisfaction and client retention.
Act as the primary contact for plans regarding day to day record keeping matters and provides prompt customer service.
Proactively communicates regularly with client to evaluate and ensure delivery of optimal service, client satisfaction and client retention.
Shows knowledge of Testing, how systems relate, resolves general POC questions, understands work flow, above average call handling, payroll feeds, progressing technically, escalates issues appropriately, sends issues to resolution appropriately.
Applies strategies where approprieate to clients for plan enhancements, additional business and overall retention and discusses these benefits with the client.
Maintain a basic understanding of the types of investments in each retirement plan and be a conduit for client questions.
Proactively discuss products and services, and plan desing with plan sponsors.
Assist clients with requests for plan changes and ensure the necessary project plans are followed through to completion.
Schedules Education Program for participant education workshops with the plan sponsor.
Request employee education workshops and literature.
Communicate compliance testing results and recommend options to improve results (if necessary).
Experience, Skills, Academic:
Minimum of 2 years of successful experience as a CLIENT SERVICE SPECIALIST lII (or equivalent administration experience).
Previous mgmt experience and training a plus. Working knowledge of 401k, call center, relationship management or similar experience
Demonstrates strong oral/written communication skills.
Demonstrates strong listening skills.
Utilizes tools to support daily functions such as Microsoft Office Products (Word, Excel, Outlook, etc)
Demonstrates ability to learn other proprietary system tools (Omni Plus, Power Image, and Clarify).
Demonstrates strong presentation skills.
Ability to coordinate and take the lead on conference calls.
Ability to guage client satisfaction through scheduled survey's, client visits and day-to-day interaction.
Employment Type: FULL_TIME Show more details...
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