Wealth Management Retirement Plan Services Client Support Analyst

Job description

JOB RESPONSIBILITIES: - Develop and maintain a strong understanding of Retirement Plan Services (RPS) processes, policies, and guidelines, and effectively communicate this information to customers and internal associates. - Respond to and resolve customer and internal department inquiries via phone and email regarding retirement plans and plan provisions, including reviewing and interpreting plan documents. - Administer monthly and quarterly RPS fee processing in accordance with established procedures and timelines. - Interpret retirement plan documents, including Department of Labor (DOL) and Internal Revenue Service (IRS) regulations, to determine participant eligibility for enrollment, transfers, and distributions. - Coordinate with the outsourced service provider to ensure all required information is provided for monthly, quarterly, and year end reporting. - Prepare and submit required documentation to the outsourced service provider for new plan implementations, plan amendments, plan terminations or transfers, and plan changes such as ACH updates and authorization forms. - Maintain brokerage relationships, including supporting audit and compliance review processes. - Maintain...