Efficient Caseload Mastery!
Your Tasks and Expectations
Master the art of managing your caseload effectively, surpassing service goals for quality and timeliness with minimal supervision.
Coordinate seamlessly with clients, record keepers, and advisors to review all 401(k) documents during onboarding, ensuring a smooth transfer and installation of new retirement plans.
Consistently update the system and status report to keep all stakeholders informed about onboarding activities and progress.
Task Deadline Adherence
Ensure internal tasks are completed promptly, meeting scheduled due dates without compromise.
Provide a seamless hand-off to the designated relationship manager, ensuring a smooth transition for our valued clients.