Retirement Account Specialist

Job Summary

A company is looking for an Account Specialist-Retirement to provide customer support for retirement plan accounts.

Key Responsibilities

• Respond to service inquiries from clients, advisors, TPAs, and client executives
• Handle client transactions, including payroll, distribution, and enrollment needs
• Support the coordination of complex plan activities, including fund changes and product conversions

Required Qualifications

• Bachelor's degree in a business-related field or equivalent work experience
• One year of customer service experience
• Basic skills in MS Word, Excel, and PowerPoint
• Retirement industry experience preferred
• ASPPA designation or related coursework preferred