Job Summary

A financial services company is filling a position for a Remote Retirement Service Consultant.

Core Responsibilities Include:

• Developing effective working relationships with team and internal departments
• Ensuring inquires and issues are resolved and service levels are met
• Assessing client objectives, needs and behaviors to suggest changes

Qualifications for this position include:

• Bachelor’s degree or equivalent work experience
• Minimum 3 years direct client experience and Retirement Services industry experience
• Proficiency in Microsoft Office software applications, specifically Word and Excel
• Experience with plan recordkeeping and trust reconciliation
• Experience with financial services systems
• Excellent written and verbal communication skills