Tech Stack

Description

You will support onboarding processes for retirement plans, review fund lineups, prepare fund applications, coordinate with internal teams, and maintain client data in CRM systems. This role ensures smooth transitions and timely collaboration across teams.

Requirements

• Understanding of mutual funds, stable value funds, CITs, and ETFs trading and settlement
• Proactive and analytical with problem-solving skills
• High degree of organization and dependability
• Ability to prioritize tasks and manage client expectations
• Experience with collaboration, project management, and CRM tools (Google Workspace, Slack, Salesforce, Zendesk, Jira)

Responsibilities

• Review and identify issues with potential fund lineups
• Prepare Fund Applications for third-party fund companies
• Coordinate with Implementation Managers and Investment teams to transition plans
• Update, maintain, and review client data within CRM systems
• Support creation and maintenance of written operating procedures