PRT - Transition Associate

Responsibilities:

• Deliver a world-class customer experience to each client and annuitant, ensuring the transition is efficient, accurate, and completed on time.
• Support Transition team members in installing new business by participating in meetings, developing communication, and ensuring cross-functional departments receive accurate data.
• Collaborate with clients, representatives, and internal partners to obtain annuitant data, perform validation testing, and identify and resolve issues.

Qualifications:

• Defined Benefit Plan experience and pension plan administration or annuity/financial services experience required.
• 3+ years in customer service or related position and extensive knowledge of Microsoft Office (Excel, Word, Access) required.
• Bachelor's degree preferred, along with project management experience and strong organizational, problem-solving, and communication skills.

Benefits:

• 10-25 vacation days, 2 personal days, plus floating holidays, wellness days, and sick days.
• Health benefits including medical, dental, and vision coverage, life insurance, and 6 weeks paid parental leave.
• Immediate 401(k) vesting with up to 6% match, employer-contributed pension plan, tuition reimbursement, and flexible workspace.