Retirement Services Consultant

Job Summary

A company is looking for a Retirement Service Consultant to provide client service and support for retirement plans.

Key Responsibilities

• Provide proactive client service and maintain knowledge of retirement plans and company products
• Resolve client inquiries and issues while ensuring service levels are met
• Collaborate with the Relationship Manager to develop client retention strategies and improve client experiences

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