Implementation Coordinator

Jobtailor; North Carolina; On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor in the United States seeks a client-focused professional to manage relationships through product implementations and ongoing communications. You will liaise with clients to assess needs, develop and implement tailored solutions, and provide operational support to both clients and internal staff.

The role requires strong attention to detail, organizational skills, and the ability to multi-task with changing priorities.

Qualifications

• Associate degree in Business or Finance or related work experience.
• At least 2 years in customer service and project management.
• Experience with IRA, ESA, and HSA compliance preferred.
• MS Office applications (Word and Excel) required.
• IRAdirect and CRM proficiency preferred.
• Experience in financial services market is desirable.
• Strong attention to detail and organizational skills required.
• Ability to multi-task with changing workload and meet deadlines.
• Excellent verbal and written communication and interpersonal skills.
• Travel ability required.

Responsibilities

• Manage client relationship through implementation of products, mergers, terminations, and ongoing communications.
• Act as liaison to assess client needs and implement solutions.
• Provide operational process support to clients and staff.
• Escalate compliance or procedural issues and coordinate follow up on tech barriers.
• Build and enhance client relationships related to custom solutions.
• Provide technical and operational assistance on IRA Administration queries.
• Coordinate program changes, mergers, terminations, or implementations for clients.
• Collaborate with sales and technology support to exceed client needs.
• Maintain integrity of SOPs and reference guides.
• Identify growth opportunities and streamline efficiencies.

Skills

Customer service

Attention to detail

Organizational skills

Verbal communication

Written communication

Interpersonal skills

Multi-tasking

Travel ability

Education

Associate Degree in Business

Associate Degree in Finance

Tools

IRAdirect

CRM

MS Office (Word/Excel)

Job description

Responsibilities

• Managing the relationship with the client through implementation of new products, mergers, terminations, ongoing communications, and client transitions.


• Acting as the liaison to evaluate client needs by developing, recommending and implementing solutions.


• Providing operational process support to clients and Ascensus staff.


• Escalating compliance or procedural discrepancies and coordinating follow up to resolve technology barriers.


• Building and enhancing client relationships related to custom product/service solutions.


• Providing technical and operational assistance by responding to operational and technical questions related to IRA Administration.


• Coordinating the process for program changes, merging, terminating, or implementing products and services for clients.


• Working with internal sales staff and technology support to exceed customer needs.


• Maintaining integrity of information in all internal/external Standard Operating Procedures and reference guides.


• Contributing to overall success by recognizing growth opportunities and streamlining efficiencies.

Requirements

• Associate Degree in Business, Finance or related work experience required.


• A minimum of 2 years customer service and project management experience required.


• Experience with IRA, ESA, and HSA compliance preferred.


• Proficiency in MSOffice software applications, specifically Word and Excel.


• Proficiency in IRAdirect and CRM preferred.


• Previous knowledge of financial services market desirable.


• Project management experience.


• Must possess very strong attention to detail.


• Must possess strong organizational skills.


• Ability to multi-task with competing priorities and coordinate a changing workload on a daily basis.


• Excellent verbal and written communication skills.


• Excellent interpersonal skills.


• Must be able to work within deadlines.


• Demonstrated customer service skills and strong customer service perspective.


• Proven ability to use effective listening and problem solving skills.


• Must be able to react to change positively and productively and handle other essential tasks as assigned.


• Ability to travel.

Core Competencies

Demonstrates expertise in client relationship management, operational process support, and compliance within financial services, particularly in IRA Administration. Proficient in project management and effective communication, ensuring client needs are met through tailored solutions.

Highest-signal resume keywords

• Client Relationship Management


• Project Management


• IRA Administration Compliance


• MSOffice Proficiency


• Customer Service Skills

ATS Optimization Keywords

Hard Skills

• Project Management


• IRA Administration


• ESA Compliance


• HSA Compliance


• MSOffice Proficiency


• IRAdirect Proficiency


• CRM Proficiency

Soft Skills

• Attention to Detail


• Organizational Skills


• Verbal Communication


• Written Communication


• Interpersonal Skills

Certifications & Qualifications

• Associate Degree in Business


• Associate Degree in Finance

Industry Keywords

• Financial Services


• Client Transitions


• Operational Process Support


• Standard Operating Procedures


• Customer Needs