Retirement Client Service/Onboarding Professional

Alta Trust Company is looking for an ambitious and flexible retirement client service/onboarding professional to jump in and play an integral role in a high-performing team. This is a great opportunity for someone to join a fast-growing trust company and make an immediate impact. This person must thrive under tight deadlines, while continually considering ways to learn, automate and improve processes. Primary Responsibilities Include but are not limited to:

Provide expert support and respond to inquiries regarding Alta Trust retirement products via phone and emailUse your strong interpersonal skills and product knowledge to communicate with customers, resolve issues, and assist in the use of Alta Trust products and systemsFollow up and follow through new projects, requests, and casesAsk relevant questions to define the root cause of a problem, generate solutions, decide on a course of action, and be accountable for actions and decisionRecognize challenging conversations and demonstrate positive language to resolve client needsBring a passion for service, positivity, enthusiasm, professionalism, a strong client focus, and creativity to your role every dayOnboard new clients and products

Qualifications:Bachelor’s degree or equivalent work experience3-5 years of experience working in client service/customer service environment within the retirement space working with record keepers, custodians, fund companies or investment advisorsSound experience in Microsoft OfficeExcellent analytical skills and ability to identify, escalate and resolve a problemAbility to communicate professionally through effective verbal and written skillsAbility to manage time efficiently and effectivelyAbility to multitask, problem-solve and take ownership of workStrong organizational skills with exceptional attention to detailAbility to adapt to change and no job is to small attitudeAssumes additional duties as requested or assigned