Intermediate Account Specialist - Retirement - (Denver, CO)

Job FamilyAccount Management Job summary SummaryProvides customer support to clients, advisors, TPAs and client executives for retirement program accounts.Position summary Responsibilities* Respond to service inquiries from clients, advisors, TPAs and client executives.* Handle client transactions, including payroll, distribution and enrollment needs.* Document and initiate processing requests; ensure details is updated in appropriate systems.* Provide client reporting, including APRIL and BI, as requested.* Coordinate complex plan activities, including fund changes, re-pricing and product conversions.* Order materials on behalf of clients/advisors, such as enrollment kits, investment summaries, and other prepared materials.