Key skills
Communication
About this role
Role Overview
- Serve as a primary point of contact for retirement plan clients regarding ongoing service needs, plan administration matters, operational inquiries, and coordination of deliverables.
- Build and maintain effective client relationships through proactive communication, responsiveness, and problem resolution.
- Coordinate and support client review processes, retirement committee updates, audit-related requests, and follow-up activities to help ensure high levels of client satisfaction and retention.
- Exercise judgment in identifying, troubleshooting, and resolving client and operational issues, escalating complex matters as appropriate.
- Collaborate across internal teams and external partners to facilitate timely and effective solutions.
- Monitor ongoing workflows and operational processes to help ensure service continuity, efficiency, and compliance with internal standards.
- Coordinate day-to-day administration and servicing activities related to retirement plans, including processing client requests, reviewing plan-related information, and supporting advisors with implementation and ongoing plan management activities.
- Prepare and analyze client reporting materials, including investment performance information, fee analysis, plan utilization metrics, and other data used to support advisor recommendations and strategic client discussions.
- Conduct research and provide analytical support related to plan trends, benchmarking, and client service opportunities.
- Support adherence to regulatory and compliance requirements by maintaining accurate client documentation, monitoring required processes, and assisting with updates related to evolving retirement plan regulations and industry standards.
- Support business growth initiatives through preparation of presentations, proposals, client materials, and pipeline tracking.
- Coordinate and support special projects, operational initiatives, and process improvement efforts as assigned.
- Provide cross-functional support during periods of increased business activity and assist in maintaining continuity of service across the team.
Requirements
- Bachelor’s degree in Finance, Business Administration, or related field preferred
- 5–10 years of experience within the retirement plan or financial services industry
- Experience supporting client relationship management
- Retirement plan operations experience
Benefits
- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA)
- Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave
- Paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage