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Retirement Services Consultant

7/11/2025

Remote

Job Summary

A company is looking for a Retirement Service Consultant to provide client service and expertise in 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
  • Develop and maintain effective relationships with clients and internal teams to enhance client satisfaction and 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 proficiency in Microsoft Office applications
  • Knowledge of retirement plans, ERISA, DOL, IRS regulations, and plan documents

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