Retirement Plan Client Service Specialist

Retirement Plan Client Service Specialist

Ready for Your Next Career Opportunity?
Are you looking to take the next step in your career? Join our team as a Retirement Plan Client Service Specialist, where you’ll build client relationships, solve problems, and make a meaningful impact by helping clients navigate their 401 (k) retirement plans.

In this role, you’ll serve as a primary point of contact for clients, collaborate with financial advisors and internal teams, and ensure exceptional service through proactive communication, organization, and attention to detail. This is a client service and relationship management role with opportunities to expand your knowledge of the retirement plan industry.

What You Bring:
•Associate degree in Business, Accounting, or a related field.
•Strong communication, organization, and problem-solving skills.
•Ability to manage multiple priorities while maintaining accuracy and professionalism.
•Proficiency in Microsoft Office and comfort learning web-based systems.
•A proactive mindset and commitment to delivering excellent client service.

Preferred Qualifications
•Bachelor’s degree in Business, Accounting, Finance, or related experience.
•Internship, part-time, or full-time experience involving customer service, account management, project coordination, or administration.

Position Details: Full-time, onsite I Monday-Friday, 8:00 a.m.-5:00 I 40 hours per week.

Ready for a fresh start? If you’re motivated, relationship-focused, and ready to grow professionally, we’d love to hear from you!
No prior retirement plan experience required. This position does not provide investment

EOE