Associate, DC Support Services

Mariner Wealth Advisors • Overland Park, KS

8h

About The Position

The Associate - DC Support Services is responsible for onboarding new clients and providing support to the defined contribution support services department while learning performance measurement, reporting and investment policy monitoring to become a DC Support Analyst.

Requirements

• Bachelor’s degree
• CFA Investment Foundations Program required within 12 months of start date
• CPFA retirement plan designation within 24 months of start date
• Highly organized with strong analytical skills and attention to detail
• Positive attitude toward client relations to provide exceptional, proactive client service
• Strong verbal and written communication skills are essential to effective client relationships
• Displays the ability to be highly organized and flexible with multiple priorities and changing deadlines
• Ability to think critically and solve problems leveraging available resources
• Solid understanding of mathematical computations
• High level of aptitude for software systems and Microsoft Office. Specifically, Excel, Word, and Adobe/Foxit
• Desire to take initiative and add value to create a better client experience
• Willing to go above-and-beyond to build a lasting client relationship
• Ability to organize time and perform tasks with minimal direction
• Able to manage time effectively and multi-task
• Able to work in a team environment
• Able to travel, if needed
• Deadline oriented

Nice To Haves

• 1 years of relevant professional experience preferred
• Familiarity with MS Office Suite, specifically MS Excel and MS Outlook
• Data entry experience with strong attention to detail
• Corporate retirement plan experience preferred
• Open to a variety of experience levels, experience with investments a plus

Responsibilities

• Gather and input plan assets by fund along with total assets under management
• Gather and input performance returns for proprietary stable value funds and custom holdings
• Onboarding and setup of new clients including internal systems setup and report creation
• Maintain client and plan data in CRM
• Generate DC retirement plan reporting on a monthly and/or quarterly basis
• Prepare client investment analysis and reviews
• Communicate with Advisors and Service team
• Prepare standard investment policy statement and monitor adherence to plan’s policy statement
• Prepare annual fee analysis
• Create participant enrollment videos using Venrollment for defined contribution clients
• Create and maintain plan highlights
• Prepare fee benchmarking to ensure competitive cost for value
• Attend recordkeeper calls with clients as scheduled
• Participate in group participant meetings to inform of plan changes
• Learn and develop the necessary skills to move into a DC Support Services Analyst role
• Other projects as requested by the Team Lead or Managing Director

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level