RPS Specialist

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

About the role

The RPS Service Specialist is responsible for providing support to RPS team members and clients as a member of the Retirement Plan Services Product & Operations team. This role will have client-facing responsibilities in addition to being a key member of the product team to create scalability within the operational aspects of managing our advisory clients. This role is an integral part of the department’s success in delivering a best-in-class experience to our clients.

Responsibilities

• Assist the RPS team with day-to-day servicing of our advisory clients.
• Assist in preparation of fee benchmarking and investment reports.
• Assist in the preparation of client materials.
• Liaison between Sales, Relationship Managers, and the client during new client onboarding.
• Assist with preparing education materials to use for group and participant meetings.
• Ensure client information is set up on systems (Salesforce, RPAG) and reviewed periodically for accuracy and updates.
• Track and provide reports to RPS team members to ensure components of our Fiduciary Lifecycle Program are delivered in the expected timeframe.
• Coordinate with recordkeepers if there are changes to the account or agreements (for example, investment lineup changes, fee changes, etc.).
• Coordinate components on identified project initiatives, including documentation of decisions, timelines, implementation, and training.
• Partner with team members and other business areas to deliver on company objectives to grow the retirement plan services business.
• Perform other job-related duties and special projects as the need arises.
• Provide administrative support to RPS key personnel.

Requirements

• 3+ years of retirement industry experience.
• Adept at utilizing Microsoft Office products, including Excel, Word, and PowerPoint.
• Proficient communication skills used for both internal and external clients.
• Strong analysis and decision-making skills.

Skills

• Detail-oriented.
• Self-starter with ability to prioritize work.
• Accountability.
• Strong administrative/organizational skills.
• Relationship building and collaboration – interpersonal skills.

Key Measures of Success

• High regard for our product and service offering to deliver best-in-class to our customers.
• Creating partnerships within the team and organization, improving workflows with a holistic approach.
• Strong client satisfaction scores.

Benefits

• Competitive compensation with salary and incentive program.
• Medical, dental, and vision insurance.
• 401K.
• Continuing education opportunities.
• Employee assistance program.
• Variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.

Pay

The salary range for this position is $18.25/Hr. - $29.75/Hr. Final compensation will be determined by location, skills, experience, qualifications, and the career level at which the position is filled.