Provide high-quality service across Institutional Participant Services by supporting external employers 401(k) plan participants
Assist with account and plan information, regulatory or tax-related issues, financial and clerical transactions via inbound phone calls and written communication
Help clients with their dynamic and complex needs
Build financial acumen and communication skills into a successful career

Strong interpersonal and client relationship management (CRM) skills to engage with our clients and our “crew”
Customer-facing and/or in-bound phone experience
A learner’s mentality and an appetite for financial acumen
Undergraduate degree or equivalent experience, preferred
Ability to complete the SIE (Securities Industry Essentials) exam and obtain the Series 6 & 63 FINRA licenses within department guidelines.

Premier training and development programs to equip you with the tools to take the SIE and FINRA Series 6 and 63
A $1,500 taxable annual FlexFund stipend that allows you to select from a wide variety of well-being and lifestyle expenses
An annual bonus (known internally as partnership) based on company performance
18 PTO days and 10 federal holidays, with the unique ability to purchase an additional week of PTO
Industry-leading retirement savings – up to 4% matched contributions, and 10% employer contribution without condition
Best-in-class medical, dental, and vision coverage with on-site health perks: CrewCare: our own onsite health-clinic for you and your loved ones
ShipShape: onsite fitness center
LYRA: a program to provide care for your emotional and mental health – how, when, and where you need it, at no cost to you.
Education benefits including tuition reimbursement designed to support you in furthering your education
Strong parental leave, including adoption and surrogacy, benefits – because we know every family looks different!

Bilingual, Spanish Retirement Plan Services Representative

Key skills