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Defined Contribution Account Manager at USI Holdings Corporation in Seattle, WA Responsibilities: Measure service quality and ensure that DC depart meets client deliverables on an ongoing basis Perform quality control checking and coordinate delivery of periodic plan Investment Reviews; effectively work with service teams to implement any investment fund changes requested by clients Ensure timely completion, review and delivery of annual plan Direct Analysis Report Cards; schedule meetings to discuss results with clients and establish action plans for the upcoming year. After registering you may be able to apply for this job directly (if still active) on (USI Holdings Corporation)'s site. Future job matches may be sent from Geebo approved job partners.
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