Retirement Plan Specialist

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PCS Retirement

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2001

💸 Finance

💳 Fintech

☁️ SaaS

Finance • Fintech • SaaS

PCS Retirement is a retirement plan provider and platform that delivers modern, simplified retirement plan solutions for advisors, financial institutions, third-party administrators (TPAs), employers, and individual savers. The company supports a broad range of plan types (including 401(k), 457, 403(b), and IRAs), offers custom platform solutions and integrations (including payroll integration and a participant mobile app), and positions itself as a conflict‑free partner focused on plan customization, enrollment support, and growth for advisors and enterprises.

📋 Description

• Serve as single point of contact for all client requests • Cultivate and maintain strong relationships with clients and advisors to ensure long-term engagement and partnership • Participate in unit meetings, ongoing training, and self-development activities • Assist other organizational areas during high volume periods or low staffing situations • Gathers information from clients to coordinate with RPC, etc. • Deliver responsive and professional customer service to support client satisfaction and retention. • Assist with resolving client issues by gathering information and escalating as needed to internal teams. • Participate in scheduled client calls by preparing materials, taking notes, and following up on action items. • Support the preparation and distribution of periodic client updates and basic analytics. • Assist in coordinating plan document calls by scheduling meetings and gathering necessary documentation.

🎯 Requirements

• 3-5 years of client relationship management experience required, preferably in the retirement industry • Salesforce experience required • Bachelors’ degree is preferred but not required • QPA, QKA preferred but not required • Knowledge of 401k plans, 403b and/or 457 plans • Experienced in coordinating and running client meetings in person and virtually • Proven ability to build and sustain trusted relationships with clients and advisors, fostering long-term engagement and strategic collaboration. • Strong organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines • Reasoning and problem-solving skills to research and resolve general problems • Technical proficiency and highly adaptive to learning and working in multiple systems. • Proficiency in using required software applications, including Microsoft Office applications (specifically, Word, Excel, PowerPoint and Outlook - Access is beneficial) necessary for creating documents, analyzing spreadsheets, and managing business correspondence • Communication skills and professional demeanor to interact with all levels of management, other associates and counterparts at other firms • Work independently and in a team environment as well as support broader initiatives with guidance from a Supervisor • Learn and understand the various legal documents required by various companies in order to process client requests.

🏖️ Benefits

• 401(k) match • medical • dental • vision • life insurance • short and long term disability • paid-time off