Retirement Service Consultant

This is a fully remote position, open to applicants in Colorado, +8 more states.

📋 Description

• Deliver consultative services to partners, intermediaries, and plan sponsors.

• Address intricate retirement plan issues and provide effective solutions.

• Collaborate with the Relationship Manager to enhance client satisfaction.

• Proactively recognize, manage, document, and resolve client concerns.

• Mentor and coach associates on retirement plans and client relations.

• Clearly communicate services, execution, and resolutions to clients and advisors.

• Sustain relationships with clients and financial professionals.

• Provide updates regarding product and plan initiatives.

• Engage in the management of vendor relationships.

• Propel client retention, service levels, growth, and organic growth targets.

• Create opportunity plans with the Relationship Manager to mitigate risks.

• Proactively communicate about service delivery and share internal feedback.

• Organize daily schedules based on client and business requirements.

• Utilize knowledge of retirement operations and service industry.

• Review periodic activities of assigned plans, including compliance testing, Form 5500, quarterly statements, and RMDs.

• Evaluate client needs and suggest modifications to plans, products, or functionalities.

• Educate clients about plan features, product capabilities, functionalities, and processes.

• Innovate process improvements and solutions to reduce risks.

• Manage escalated client issues and calls, ensuring oversight and resolution.

• Mentor team members and provide performance feedback.

• Maintain internal relationships across various departments and locations.

• Act as a subject matter expert, developing materials and training others.

• Execute or lead special projects and other assigned responsibilities.

⛳️ Requirements

• Bachelor's degree or equivalent work experience.

• A minimum of 1-3 years of direct client experience is required.

• Experience in the Retirement Services industry is preferred.

• Certification or progress towards certification (ASPPA, CEBS, etc.) is preferred.

• Exceptional written and verbal communication skills.

• Strong presentation skills, business etiquette, client service abilities, and time management.

• Proven professionalism.

• Familiarity with financial services systems, including recordkeeping, trust, and trading systems.

• Experience with plan recordkeeping and trust reconciliation.

• Proficiency in Microsoft Word and Excel is required; Access and PowerPoint are preferred.

• Strong analytical and problem-solving skills.

• Comprehensive understanding of retirement plans, ERISA, DOL and IRS regulations, and plan documents.

• Ability to thrive in a team environment.

• Capability to perform well under pressure with multiple priorities and deadlines.

• Aptitude for making sound business judgments.

• Willingness to work extended hours as necessary.

• Attention to detail and a focus on quality.

• Ability to successfully lead a team and/or project.

• Willingness to travel as required.

• Strong project management skills.

• Must complete a video interview assessment within 7 days of receiving the link.

• A smartphone, tablet, or desktop computer with camera and microphone enabled is required for the video assessment.

🏝️ Benefits

• 401(k) match.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Paid time off.

• Additional rewards and benefits may apply.

• Video interview preparation and self-guided assessment process.