Assistant Director of Client Services - AP Professionals

We are seeking a detail-oriented Assistant Director of Client Services to join a quickly growing organization.
This role will report directly to the CEO and Managing Director and will be responsible for:

1. Project Management: leading the onboarding of all new plans, ensuring that our responsibilities are
   delivered on-time and accurately;
2. Problem Solving: when other service providers have issues, you will manage issue resolution;
3. Customer Service: as one of the first points of escalation, you must provide A+ customer
   service in all interactions; and
4. Relationship Management: on a daily basis, you will be consulting with our clients that are looking to make changes to their retirement plan and prospects looking to start a retirement plan.

Desired Skills and Experience:

1. Bachelor’s degree
2. A wide range of backgrounds would be acceptable, but experience in HR, finance, or project
   management would be particularly beneficial
3. Outstanding written and oral communication skills, as many of our clients will come to view you as the
   face of the company
4. Accuracy and attention to detail
5. Independent and proactive worker
6. Project management experience
7. Continued learning – successful long-term growth in this role requires the QKA certification, which
   the company will pay for and assist with studying

We offer a competitive compensation and benefits package, including:

• Unparalleled work-life balance that includes a 4-day workweek for 30+ weeks per year (April 15 to
  Labor Day and October 15 to December 31)
• 20 paid-time-off (PTO) days for vacation/sick/personal time plus 11 paid-holidays
• Strong performance could lead to significant career growth
• Potential for annual merit-based bonus
• 401k plan with an employer contribution of 3% of pay
• Health insurance with employer contributions and health savings account (HSA) options
• Employer-paid LTD insurance and group term life insurance, and optional employee-paid supplemental
  term life insurance and other voluntary insurances