Job Details

ID #52209305
Estado Arizona
Ciudad Tucson
Full-time
Salario USD TBD TBD
Fuente Robert Half
Showed 2024-07-31
Fecha 2024-08-01
Fecha tope 2024-09-30
Categoría Etcétera
Crear un currículum vítae
Aplica ya

Benefits Administrator

Arizona, Tucson, 85701 Tucson USA
Aplica ya

Description We are offering an exciting opportunity for a Relationship Advisor in Tucson, Arizona. This role operates within the financial services industry and involves managing client relationships, handling client requests, and maintaining client data in our systems. You will be a key contributor to enhancing the client experience while also working with internal and external partners.Responsibilities: Proactively maintain and develop client relationships through outreach and interactions Efficiently manage client requests including money movement, Required Minimum Distributions (RMDs), and gifting Follow established processes and workflows to ensure excellent client service Manage client information in our systems and document all client interactions Collaborate with client's other trusted professionals such as CPAs and attorneys Work with internal and external partners to enhance the client experience Onboard and educate new clients and channel client data to team members Initiate tasks related to clients to be completed by other members of the team Provide excellent client service from initiation and throughout the client/Advisor relationship Utilize skills in ADP - Financial Services, ADP Workforce Now, Ceridian, CRM, Dayforce, 401k - RRSP Administration, Auditing, Benefit Functions, Claim Administration, and Cobra AdministrationRelRequirements Ability to perform multiple tasks and meet deadlines Strong interpersonal skills to interact with employees and external benefit providers Ability to maintain confidentiality of sensitive information Strong organizational skills and attention to detail Excellent problem-solving skills Proficient in Microsoft Office Suite, especially Excel and Word.Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

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