Manages the overall project to convert an existing Defined Contribution plan from another record keeper and/or implementation of new DC plan to Putnam. Coordinates and handles responses to day-to-day client service requests during the installation and conversion process. Manages assigned projects within proscribed time-tables and budgets, and resolves installation and conversion problems. Works closely with managers and staff throughout Putnam and the DC business including: sales, relationship ...
iHispano.com - 2 years ago
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