Job Information
Wolters Kluwer Client Trainer – Retirement Product Support & Document Specialist in St Cloud, Minnesota
LOCATION: Hybrid (8 days a month in the office) See locations on the posting.
OVERVIEW
You will work within the General Support and Documents Team and assist with all aspects of the ftwilliam.com: Portal, 5500s, 1099s, ACA, IRS Forms, Document, software modules. You will report to the Lead Product Support Consultant in the division of Legal & Regulatory (LR US) within Wolters Kluwer.
RESPONSIBILITIES
Ftwilliam.com provides administrative, document, and compliance software for retirement plan service providers. This specialist supports customers by answering ftwilliam.com software questions, specifically for the products listed above but could include other product modules offered. Ftwilliam.com serves nearly 3,000 customers around the country and averages 1,000 - 2,000 support emails per month. Ftwilliam.com support personnel have the highest Net Promoter Scores among their industry peers.
Share ERISA regulatory and technical knowledge.
Assist customers with technical and software questions via phone and email.
Ensure ftwilliam.com support is accurate and timely. Ftwilliam.com support emails are generally answered in less than two business hours and calls are responded to.
Assist product owners in identifying areas for product improvement and expansion.
QUALIFICATIONS
Education: Two-year degree or comparable Industry experience.
Experience:
Plan administration or past third-party administrative (TPA) experience preferred.
ftwilliam.com document and portal experience highly preferred.
Other Knowledge, Skills & Abilities:
Industry credentials: ASPPA or NIPA credentials preferred or willing to obtain.
Proficiency in common business software applications.
Customer service skills including written and verbal communication skills.
Ability to work in a team environment and help other team members.
Technical, analytical, and problem-solving skills.
Ability to perform work independently with minimal supervision and to exercise sound, independent judgment, and discretion.
Ability to manage multiple, concurrent projects.
TRAVEL 5% minimal travel for team meetings and industry events/trainings
#LI-Hybrid
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
Compensation:
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA:: $76,350 - $105,700
Additional Information :
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.