Retirement Services Consultant

Job Summary

A company is looking for a Retirement Service Consultant responsible for providing client service to partners, intermediaries, and plan sponsors.

Key Responsibilities

• Provide proactive client service and maintain knowledge of retirement plans and products
• Resolve client issues and ensure service levels are met while maintaining effective relationships
• Educate clients on plan features and recommend changes to improve outcomes

Required Qualifications

• Bachelor's degree or equivalent work experience
• Direct client experience and knowledge of the Retirement Services industry preferred
• Certification or progress towards certification in industry-related studies preferred
• Experience with financial services systems and proficiency in Microsoft Office applications
• Knowledge of retirement plans, ERISA, DOL, and IRS regulations