Retirement Plan Client Services Associate
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Trilogy Financial Group in Irvine, CA is seeking a Service Associate ERS to provide administrative and client service support to the Employer Retirement Solutions team. This entry-level role helps with retirement plan operations and routine service requests, under guidance from senior staff.
You will learn ERISA basics, prepare reports, coordinate with recordkeepers and plan sponsors, and develop strong client relationships while delivering accurate service.
As a Retirement Plan Client Services Associate, you will play an important part at Trilogy Financial Group in Irvine, CA, United States.
The Retirement Plan Client Services Associate role at Trilogy Financial Group is now open for applications in Irvine, CA, United States.
Join us at Trilogy Financial Group as our next Retirement Plan Client Services Associate in Irvine, CA, United States.
We are currently recruiting a Retirement Plan Client Services Associate for our team in Irvine, CA, United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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