- Maintain client and advisor relationships with a high active client retention rate
- Maintain a caseload of more complicated plans
- Perform escalated work product review for other team members
- Manage and prioritize your workload towards weekly goals in a results-oriented team environment
- Exemplify superior client service and the ability to consult with clients regarding plan operation and design
- Proactively communicate with clients and investment advisors about new industry developments
- Work with other Nova departments, record-keepers, and advisors to ensure a great client experience
- Perform work according to Nova policies and procedures