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Role Description

Do you enjoy establishing new relationships and delivering excellent client service? Are you excellent at communicating verbally and via email? Do you want the flexibility and convenience of working from home while at the same time enjoy being challenged to continue learning and growing?

Our implementation specialist position focuses exclusively on on-boarding new clients while providing excellent client & advisor service. In this position, you’ll be supported by a strong sales group, our plan document department, and compliance experts. We will provide you with on-the-job training so that you can succeed in this role.

• Provide excellent client/advisor experience during the implementation phase of their plan
• Request and coordinate collection of data such as census information, plan documents, prior compliance testing and IRS forms from clients and outside professionals
• Act as a liaison between clients, advisors and platform providers during the implementation phase of the plan
• Review plan adoption agreements and complete plan provision paperwork for the various platform providers
• Assist clients with plan provision inquiries to ensure a basic understanding of plan operation
• Participate in weekly calls with clients, financial professionals and platform providers to manage plan timelines
• Set-up internal systems and load information into our compliance software
• Perform work according to Nova policies and procedures

Qualifications

• Bachelor’s degree
• Ability to manage workload towards weekly goals in a “results only” environment
• Excellent written and verbal communication skills
• Excellent time management, organizational skills and ability to multi-task
• High level of critical thinking
• Coachable and committed to professional development

Requirements

• Work from home
• Must work from the USA and be authorized to work for any US employer
• We will supply all necessary computer equipment
• 40 hour work week

Benefits

• Base Salary $55,000 - $70,000, based on experience
• Salaried, non-exempt
• Medical, dental, disability and life insurance
• Paid time off
• 401(k) Plan with Employer Match