Retirement Plans Consultant

Job Summary

A company is looking for a Senior Account & Client Consultant - Retirement Plans.

Key Responsibilities

• Manage a portfolio of defined contribution retirement plans, ensuring client satisfaction and retention
• Act as a liaison between clients, TPAs, and financial professionals while resolving complex issues
• Lead client meetings and mentor new account managers to enhance service delivery

Required Qualifications

• Bachelor's Degree in Business, Communication, or related field required
• 1-3 years of relevant experience in retirement plans and customer service required
• Retirement Plan Fundamental (RPF) Certificate required (can be obtained after entering the role)
• QKA and FSRI designations desired (can be obtained after entering the role)
• Proficiency with Microsoft Office applications and CRM systems required