Retirement Plan Specialist

Job Summary

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 is responsible for managing client communications, resolving issues through critical thinking and internal coordination, and ensuring client satisfaction and retention.

Job 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
• Aid other organizational areas during high volume periods or low staffing situations
• Gather information from clients to coordinate with RPC, etc.
• 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
• 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 using required software applications, including Microsoft Office applications (specifically, Word, Excel, PowerPoint and Outlook - Access is beneficial)
• Knowledge of 401k plans, 403b and/or 457 plans
• Experience 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

Qualifications

• Bachelors’ degree is preferred but not required
• QPA, QKA preferred but not required

Skills

• Knowledge of 401k plans, 403b and/or 457 plans
• Experience 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
• 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 using required software applications, including Microsoft Office applications (specifically, Word, Excel, PowerPoint and Outlook - Access is beneficial)

Benefits

• 401(k) match
• Medical
• Dental
• Vision
• Life insurance
• Short and long term disability
• Paid-time off

Pay

The average salary for this position is expected to be between $65,000 and $85,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to case-by-case basis.

Schedule

Remote Work Information For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying.

Additional Information

As an employer, we believe our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.