Asset Management - Retirement Education Specialist - J.P. Morgan (Overland Park, KANSAS)

Level II Retirement Plan Senior Representative, Phone The Retirement Plan Senior Representative, Phone is responsible for personalizing and relaying accurate plan specific information to participants in every transaction. This individual is accountable for facilitating the participant's experience with JPMorgan Retirement Plan Services and advancing the participant's understanding of their company 401K savings plan. The Senior Representative's role is to help people achieve their financial needs at retirement by delivering personalized guidance and specific plan information. Major Responsibilities

• Successfully complete skills for Retirement Plan Representative, Phone
• Handle all participant inquiries on Defined Contribution Plans
• Implements Ao1 discussion in 50%-60% of transactional-based interactions
• Provide clear and concise communication of plan information, policies and procedures
• Perform initial research and follow-up with individual participant related issues
• Make suggestions for process improvements to policies, procedures, process, etc.

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