Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan. Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts Conduct participant education meetings and seminars, including one-on-one consultations. Meticulously update CRM on a real time basis, and generate periodic departmental reports. Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines. Quarter end is typically fast paced. Offer additional support in facilitating RFP’s from various vendors. Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols. Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings. Special projects as needed KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Working knowledge of investment analytics (i.e. mutual funds, CIT’s, subaccounts, etc.)Polished written and oral communication skills. Familiarity with RPAG investment analysis software helpful but not required. Prior experience with CRM software (Redtail and Salesforce a plus)A proven track record of excellent customer service. Intermediate level knowledge of MS Office – Word, Excel, PowerPoint, Outlook. Extremely detail oriented, proactive, and reliable in all aspects. Working knowledge of facilitating virtual meetings via Microsoft Teams EDUCATION AND EXPERIENCE REQUIREMENTS: 1-3 years of experience in the financial services industry required. Experience with institutional retirement plans a plus but not required. Bachelor’s degree preferred. Advanced industry designations such as CPFA, AIF, QKA, CFP preferred. Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing education. OTHER REQUIREMENTS: This role can by hybrid from the following office locations: Birmingham, Alabama Houston, Texas Jacksonville, Florida SPECIAL WORKING CONDITIONS: Fast paced multi-tasking environment