Retirement Plan Specialist

DWC, a subsidiary of FSG Parent L.P., provides plan document, compliance, consulting and government reporting services to more than 8,000 clients in all 50 states, ranging in size from single participant defined benefit plans to complex 401(k) plans including several thousand employees. We prioritize accessibility, responsiveness, and an obsession with detail, putting client service at the center of everything we do. Our culture emphasizes helping everyone perform at the highest level, requiring all work to be completed at an A+ level without exception.

About the role

The Retirement Plan Specialist serves as the primary point of contact for client retirement plan needs, delivering exceptional customer service while building and maintaining strong client relationships. This role manages client communications, resolves issues through critical thinking and internal coordination, and ensures client satisfaction and retention. The specialist facilitates regular client meetings, provides updates and analytics, and leads plan document discussions.

Responsibilities

• Serve as single point of contact for all client requests
• Cultivate and maintain strong relationships with clients and advisors to ensure long-term engagement and partnership
• Participate in unit meetings, ongoing training, and self-development activities
• Assist other organizational areas during high volume periods or low staffing situations
• Gather information from clients to coordinate with internal teams
• Deliver responsive and professional customer service to support client satisfaction and retention
• Assist with resolving client issues by gathering information and escalating as needed to internal teams
• Participate in scheduled client calls by preparing materials, taking notes, and following up on action items
• Support the preparation and distribution of periodic client updates and basic analytics
• Assist in coordinating plan document calls by scheduling meetings and gathering necessary documentation

Requirements

• 3-5 years of client relationship management experience required, preferably in the retirement industry
• Bachelor’s degree is preferred but not required
• QPA, QKA preferred but not required
• Knowledge of 401k plans, 403b and/or 457 plans
• Experienced in coordinating and running client meetings in person and virtually
• Proven ability to build and sustain trusted relationships with clients and advisors, fostering long-term engagement and strategic collaboration
• High level of accountability and ownership of assigned relationships
• Strong organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines
• Reasoning and problem-solving skills to research and resolve general problems
• Technical proficiency and highly adaptive to learning and working in multiple systems
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook; Access is beneficial) for creating documents, analyzing spreadsheets, and managing business correspondence
• Strong communication skills and professional demeanor to interact with all levels of management, associates, and counterparts at other firms
• Ability to work independently and in a team environment, supporting broader initiatives with guidance from a Supervisor
• Ability to work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries
• Ability to learn and understand the various legal documents required to process client requests
• Ability to learn and apply new information, skills, and processes quickly, including regulations, back-office systems, and plan document materials
• Ability to read and interpret financial statements

Remote Work Information

For virtual remote positions, an uninterrupted workspace is required, with family care in place during business hours. The internet speed requirement is 50 MBps or better for individual use. If multiple people share the same connection, a stronger speed may be needed.

Pay

The average salary for this position is expected to be between $65,000 and $85,000 per year. Base pay may vary depending on market location, job-related knowledge, skills, and experience. Other rewards and benefits may include a 401(k) match, medical, dental, vision, life insurance, short- and long-term disability, and paid time off.