Retirement Plans Client Consultant

Job Summary

A company is looking for a Senior Account & Client Consultant - Retirement Plans.

Key Responsibilities

• Manage a portfolio of defined contribution retirement plans and maintain proactive relationships with clients
• Act as a liaison between clients, financial professionals, and third-party administrators while resolving complex issues
• Lead client meetings, develop strategies for client satisfaction, and mentor new team members

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
• QKA designation desired (can be obtained after entering the role)