Retirement Plans Account Consultant
Job Summary
Supporting a portfolio of defined contribution retirement plans, the full-time remote Retirement Plans Account Consultant will manage client relationships, deliver proactive service, and collaborate across teams to ensure client satisfaction and retention.
Key responsibilities
- Manage a caseload of defined contribution plans, ensuring client satisfaction and profitability
- Act as the primary liaison between clients, financial professionals, and TPAs, resolving complex issues and leading client meetings
- Develop and implement strategies to enhance client loyalty and reliability while mentoring new account managers
Required qualifications
- Bachelor's Degree or equivalent experience in Business, Communication, or a related field
- 1-3 years of relevant experience in Retirement Plans and customer service
- Retirement Plan Fundamental (RPF) Certificate required (can be obtained after entering the role)
- Proficiency with Microsoft Office applications and Client Relationship Management (CRM) systems
- Excellent virtual meeting and presentation skills
Complete Job Description
The complete job description is available to members. Premium membership includes:
Full access to 41,964 remote jobs from human-vetted companies, updated daily
Resume Builder - AI-powered tool to craft, enhance, and tailor your resume to a specific job
Twice-monthly live group coaching and the full Remote Career Center
20% member discount on Career Services
Backed by a 30-day money-back guarantee
Company Company Name
Headquarters Headquarters
Founded Founded
Website
Wikipedia Wikipedia URL
BBB URL BBB URL
The company description is available to members. Go Premium for full access to every job and company profile in our remote jobs database, backed by a 30-day money-back guarantee.
