Senior Analyst, Client Services - Davenport Iowa

Company: VirtualVocations
Location: Davenport, Iowa
Posted On: 01/26/2025

A company is looking for a Senior Analyst, Client Services (RP Bundled Client Services).



Key Responsibilities:

Implements continuous improvement initiatives to enhance customer service
Acts as the main point of contact for plan sponsors and manages relationships with clients and business partners
Researches and resolves issues while supporting front-line staff and onboarding new plans


Required Qualifications:

High school graduate or GED; undergraduate studies are desirable
Two to three years of service industry experience, preferably in a wholesale distribution model
Basic knowledge of retirement plans and completion of ASPPA RPF 1/2 courses is preferred
Basic digital literacy and ability to manage high volumes of work
Demonstrated ability to establish priorities and recommend solutions to business issues More...

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