Retirement Services Consultant

Job Summary

A company is looking for a Retirement Service Consultant responsible for providing client service and expertise in retirement plans.

Key Responsibilities

• Provide proactive client service and maintain knowledge of retirement plan rules and company offerings
• Develop effective relationships with clients and internal teams to resolve issues and ensure service levels are met
• Educate clients on plan features and recommend improvements to enhance client experience

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 retirement plans regulations
• Proficiency in Microsoft Office applications, particularly Word and Excel