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
• Build and maintain relationships with plan sponsors, financial professionals, and TPAs while providing proactive support
• Lead client meetings and collaborate on internal projects to drive continuous improvement initiatives

Required Qualifications

• Bachelor's Degree or equivalent experience in Business, Communication, or related field
• 1-3 years of relevant experience in retirement plans and customer service
• Retirement Plan Fundamental (RPF) Certificate required; QKA and FSRI designations desired
• Proficiency with Microsoft Office applications and CRM systems
• Excellent virtual meeting and presentation skills