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 high-level consultative client service and maintain knowledge of retirement plan rules and products
• Resolve client inquiries and issues while ensuring service levels are met
• Assist in managing vendor relationships and develop strategies for client retention

Required Qualifications

• Bachelor's degree or equivalent work experience
• Direct client experience and knowledge of the Retirement Services industry preferred
• Certification or pursuit of certification in industry-related studies preferred
• Experience with financial services systems and retirement plan regulations
• Proficiency in Microsoft Office applications, particularly Word and Excel