Provides information on a variety of complex customer service issues regarding retirement products and/or transactions focusing on customer satisfaction, quality and efficiency; assists plan participants with setting up and creating an investment strategy for retirement; educates customers on plan/contract provisions, fund performance and administrative services; educates customers on product and investment alternatives and provides guidance as it relates to retirement planning; provides guidance to plan participants with transfer allocation changes and loan transactions; speaks with clients regarding service request or problems; documents, evaluates and resolves customer inquiries; routinely identifies and acts upon asset retention and gathering opportunities; utilizes and gains proficiency with automated workflow system and other computer programs used in department; consistently meets/exceeds set quality and productivity standards; functions within a team based environment and actively participate in department goals; makes recommendations for improvements in productivity or quality of services; communicates effectively with team members, management and appropriate support teams regarding special situations and issues; other duties as assigned.