Bundled Client Services Specialist

Job Summary

A company is looking for a Specialist, Bundled Client Services.

Key Responsibilities:

• Conduct quarterly plan checkup reviews with plan sponsors
• Serve as a shared point of contact for plan sponsors and financial professionals
• Develop and manage relationships with internal/external clients and business partners

Required Qualifications:

• Four years of financial services experience in retirement plans with some background in direct access and consultation with clients
• Advanced knowledge of retirement plans, ERISA and IRS requirements
• Detailed knowledge of qualified retirement plan concepts and understanding of plan documents
• Working knowledge of investments including annuities, mutual funds, employer stock, and partnerships
• Ability to analyze and recommend solutions to business issues