Specialist Bundled Client Services

Location: Remote

Compensation: Salary

Staff Reviewed: Thu, Apr 04, 2024

This job expires in: 3 days

Job Category: Sales

Weekly Hours: Full Time

Career Level: Experienced

Job Summary

A company is looking for a Specialist, Bundled Client Services.

Key Responsibilities:

Conduct quarterly plan checkup reviews with plan sponsors
Serve as shared point of contact for plan sponsors and financial professionals
Develop and manage relationships with internal/external clients and business partners

Required Qualifications:

Four years of financial services experience in retirement plans
Undergraduate studies or equivalent related work experience
FINRA Series 6 license
Advanced knowledge of retirement plans, ERISA, and IRS requirements
Understanding of complex financial concepts

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