Full time
UMB Financial Corporation
Dubuque, IA, USA
As the Retirement Plan Support Specialist , you will support Retirement Plan Advisors. This role helps to manage day-to-day client activity including prospecting support, building compelling new business presentations, client onboarding, and ongoing client service. How You’ll Spend Your Time You will provide administrative support, including activities with third-party recordkeepers, the distribution of recurring plan investment reviews, and assisting in resolving client requests. You will analyze target markets and identify potential new business opportunities, using tools such as Free Erisa, Larkspur, providing constructive feedback to sales team. You will maintain benchmarking software by reviewing, updating, and inputting competitor performance and fee information. You will assist in fee processing, invoice creation/distribution, and timely collection of advisory fees for Retirement Plan Services account relationships. You will assist in maintaining the...
