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Job Listings Job Title Category Location Keywords
  Client Relationship Manager
 Appleton / WI

Description:

Serve as the primary Client Relationship Manager for a segment of qualified retirement plans.  Partner with other TRA departments and external plan advisors to satisfy the needs of our plan sponsors with the primary goal of building lasting, value driven, client relationships by providing an exceptional customer service experience

 

Responsibilities:

  • Promote client retention and identify opportunities to bui...
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Client Relationship Manager Consulting Appleton / WI Retirement Plan Consultant 2014
  Helpdesk Support Technician
 Appleton / WI

Description:

The Helpdesk Support Technician will provide excellent service to our users, assist with IT related projects, and provide basic systems administration for servers and network.

 

Responsibilities:

  • Provide technical support for desktops, laptops, home routers, printers, monitors, projectors, and peripheral devices both onsite and remotely
  • Application support for a Remote Desktop environment
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Helpdesk Support Technician Help Desk / Technical Support Appleton / WI Helpdesk Support Technician
  Compliance Analyst
 Appleton / Open

Description:

Provide timely and accurate customer service for clients with Defined Contribution and Defined Benefit Plans, along with providing compliance and government form production support to the internal Client Relationship Managers. Partner with TRA Internal Sales and external Plan Advisors, to satisfy the needs of our Plan Sponsors.

 

Responsibilities:

  • Oversee compliance activities for assigned Defined Contributi...
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Compliance Analyst Consulting Appleton / Open Compliance Analyst
Job Listings Job Title Category Location Keywords