Retirement Plan Specialist

Job Summary

A company is looking for a Retirement Plan Specialist to serve as the primary point of contact for client retirement plan needs.

Key Responsibilities

• Serve as the single point of contact for all client requests
• Cultivate and maintain strong relationships with clients and advisors
• Deliver responsive and professional customer service to support client satisfaction and retention

Required Qualifications

• 3-5 years of client relationship management experience, preferably in the retirement industry
• Salesforce experience required
• Bachelor's degree preferred but not required
• Knowledge of 401k, 403b, and/or 457 plans
• Experience in coordinating and running client meetings in person and virtually