Complex Services Associate

We are excited to bring on a Complex Services Associate to join our Retirement Plan Services team supporting Workplace Solutions in a work from home environment.

Background Details As a Complex Services Associate, you’ll play a key role in independently reviewing and completing complex, non-routine retirement plan transactions, along with progressively more advanced corrections. You’ll also partner closely with our Escalation team to support correction-related projects-helping establish timelines, track deliverables, provide updates, and draft communications throughout the project lifecycle.

In this role, you’ll build strong relationships with internal partners and plan sponsors while keeping a sharp focus on client experience and operational accuracy. You’ll also support the day-to-day success of the team by monitoring work volumes, helping manage escalations, assisting with training efforts, and jumping in to support teammates with questions or tasks as needed.

If you’re someone who enjoys solving complex problems, collaborating across teams, and making an impact on both client experience and operational excellence, please read on!

What you’ll be doing You will determine how progressively more complex corrections should be processed in accordance with established procedures & guidelines. You will ensure all work is completed accurately, within required timelines, and meets quality and production standards. You will collaborate with internal and external stakeholders - including but not limited to Plan Sponsors, Financial Representatives, Auditors, Compliance, Legal, and our Escalation team - to complete complex corrections and coordinate related project tasks. This includes providing project timelines, communication updates, and risk awareness. You will assist with tax related projects and corrections. You will collaborate with others across Retirement Plan Services (RPS) to validate QDRO requirements, and will perform calculations including earnings, overpayments, and other plan specific computations. You will act as a first point of contact for higher profile or escalated issues, ensuring prompt resolution and escalating further when appropriate. You will provide routine guidance, task oversight, and support for the team in the manager’s absence. You will mentor and coach less experienced team members by sharing knowledge related to team processes and functions. You will recommend process improvements to streamline workflows, reduce redundancy, eliminate errors, enhance the customer experience, and strengthen operational efficiencies. You will support g/l reporting and research, assist with SS&C out of balance situations, bypass items, and other reconciliation related work requiring accuracy, investigation, and strong analytical abilities. You will work across multiple platforms and products, demonstrating flexibility, willingness to learn new systems, and the ability to shift priorities in an fast changing environment., This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial (“Lincoln” or “the Company”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

Do you have experience in Stakeholder relationship building?, Do you have a Bachelor’s degree?, 4 Year/Bachelor’s degree or equivalent work experience (4 years of experience in lieu of Bachelor’s degree) 0 - 1+ Years of operations and/or process experience directly related to the responsibilities of this role Ability to work in a fast-paced environment with the ability to adapt as needed and reprioritize frequently Strong written and verbal communication skills, with an emphasis on clear project updates and stakeholder messaging Ability to define problems, collect data, establish facts, and draw valid conclusions while evaluating implications of decisions or actions Solid relationship management skills internal clients (e.g. management, peers and colleagues) Excellent organizational skills with the ability to coordinate multiple workstreams and maintain strict attention to detail Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) with strong aptitude for technology, calculations, and advanced Excel usage

Nice-to have Experience (Preferred): Retirement Plan Operations experience and knowledge of retirement plan processes Experience with or exposure to product/platform work, Director level product or platform partnership, or strong interest in developing toward product/platform responsibilities - not required but strongly valued Strong interpersonal skills with a collaborative style - able to identify common goals and gain alignment among management, peers, and partner teams Experience coordinating or supporting project driven work (timelines, deliverables, communication, documentation) Application Deadline

3.53.5 out of 5 stars Fort Wayne, IN Remote $44,800 - $81,400 a year, Pulled from the full job description

• Tuition reimbursement
• Parental leave
• Paid time off
• Employee assistance program
• Work from home, Applications for this position will be accepted through July 10, 2026, subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for you: Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln’s core values and leadership attributes

Leadership development and virtual training opportunities

PTO/parental leave

Competitive 401K and employee benefits

Free financial counseling, health coaching and employee assistance program

Tuition assistance program

Work arrangements that work for you

Effective productivity/technology tools and training

The pay range for this position is $44,800 - $81,400 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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