Retirement Consultant

Job Summary

A company is looking for a Retirement Service Consultant to provide client service and support for retirement plans.

Key Responsibilities

• Provide proactive client service and maintain knowledge of retirement plans and products
• Resolve client inquiries and issues while ensuring service levels are met
• Develop and maintain effective working relationships with clients and internal teams

Required Qualifications

• Bachelor's degree or equivalent work experience
• Direct client experience in the Retirement Services industry preferred
• Certification or progress towards certification in industry-related studies preferred
• Experience with financial services systems and retirement plan regulations
• Proficiency in Microsoft Office applications, particularly Word and Excel