Institutional Consultant

Hybrid Flex Dallas, TX, USA Charlotte, NC, USA Full time R260800196 Institutional Consultant The Institutional Consultant provides primary Inbound/Outbound Call Center support to Institutional Plan Sponsors that use the Administrator Telephone Center (ATC) service line. This includes providing institutional consultation regarding plan design, investment education, Planfocus education and support, signature 5500, and plan compliance. This role answers all related administrative and service inqui…