What are the responsibilities and job description for the Senior Operations Coordinator position at Merkle Retirement Planning?
Our Approach
Merkle Retirement Planning takes a collaborative approach to helping families achieve their retirement goals. Our team of experts works closely with clients to understand their unique needs and develop personalized plans that meet their goals.
Job Requirements
The ideal candidate for this role will have a bachelor's degree from an accredited institution and at least 5 years of experience in a related field. They will also have excellent communication and interpersonal skills, with the ability to work effectively with diverse teams and stakeholders.
Main Duties
- Serve as the primary liaison between our Leadership Team and Retirement Planners, addressing processes, managing escalated requests, and resolving issues related to client experience
- Provide direction and mentorship to team members to ensure they meet their performance goals and KPIs through monthly one-on-ones and weekly team meetings
- Oversee and optimize Client Experience processes to ensure efficiency and quality
- Identify training and development needs within the Client Experience Team
- Implement training programs and provide coaching to team members for skill enhancement
