Wealth Management Retirement Plan Services Client Support Analyst

Wealth Management Retirement Plan Services Client Support Analyst Park National Corporation retirement plan United States, Ohio, ark Apr 23, 2026 Description

JOB RESPONSIBILITIES

Develop and maintain a strong understanding of Retirement Plan Services (RPS) processes, policies, and guidelines, and effectively communicate this information to customers and internal associates. Respond to and resolve customer and internal department inquiries via phone and email regarding retirement plans and plan provisions, including reviewing and interpreting plan documents. Administer monthly and quarterly RPS fee processing in accordance with established procedures and timelines. Interpret retirement plan documents, including Department of Labor (DOL) and Internal Revenue Service (IRS) regulations, to determine participant eligibility for enrollment, transfers, and distributions. Coordinate with the outsourced service provider to ensure all required information is provided for monthly, quarterly, and year end reporting. Prepare and submit required documentation to the outsourced service provider for new plan implementations, plan amendments, plan terminations or transfers, and plan changes such as ACH updates and authorization forms. Maintain brokerage relationships, including supporting audit and compliance review processes. Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks Deliver a consistent, high level of service within our Serving More standards Other duties as assigned

COMPENTENCIES

Interpersonal/Customer Service Skills Written and Verbal Communication Ability to understand and follow directions Adaptable to change Basic Computer Skills Leadership/Management Skills Ability to influence others Ability to build collaborative relationships Ability to develop or mentor others Ability to work as part of a team Organizational Skills/Detail Oriented Analytical Thinking Able to Multi-Task or Juggle Priorities Problem/Situation Analysis Technical Expertise Strategic Planning and Decision Making Creativity

EDUCATION AND EXPERIENCE

At a minimum, employees must obtain a HS Diploma or GED. 2 Year / Associates Degree in Business or Finance or 1+ years in related field. Notary Public obtained with first 90 days. Able to obtain CRPS or similar designation. 2-4 Years - 2+ years of banking experience required.

Travel Requirements:

Minimal travel is expected.

Physical Requirements:

This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information. Is there an option for Flexible Work Arrangement ? Yes- Hybrid (scheduled onsite hours) Additional Information This position may be eligible for a fully remote arrangement. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.