Retirement Plan Specialist

Job Summary

Serving as the primary point of contact for client retirement plan needs, the fully remote Retirement Plan Specialist will manage client communications, resolve issues, and ensure client satisfaction while cultivating strong relationships with clients and advisors.

Key responsibilities

• Serve as the single point of contact for all client requests and communications
• Deliver responsive and professional customer service to support client satisfaction and retention
• Coordinate and participate in client meetings, preparing materials and following up on action items

Required qualifications

• 3-5 years of client relationship management experience, preferably in the retirement industry
• Bachelor's degree preferred but not required
• Knowledge of 401(k), 403(b), and/or 457 plans
• Experience in coordinating and running client meetings both in person and virtually
• Proficiency in Microsoft Office applications, particularly Word, Excel, PowerPoint, and Outlook