
51 - 200 employees
đ¤ B2B
đ¸ Finance
đł Fintech
B2B ⢠Finance ⢠Fintech
Strongpoint Partners is a national partnership that specializes in providing integrated retirement, payroll, and HR solutions for small to medium-sized businesses. They offer a customer-centric platform that aims to increase long-term wealth for clients and their employees. The company's services include plan consultation and design, compliance and tax support, recordkeeping, and advisory, backed by a robust technology infrastructure. With over 150,000 plan participants across 40+ states and $14B+ in plan assets under administration, Strongpoint Partners is dedicated to building trusted and knowledgeable retirement solutions.
đ July 8, 2025
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51 - 200 employees
đ¤ B2B
đ¸ Finance
đł Fintech
B2B ⢠Finance ⢠Fintech
Strongpoint Partners is a national partnership that specializes in providing integrated retirement, payroll, and HR solutions for small to medium-sized businesses. They offer a customer-centric platform that aims to increase long-term wealth for clients and their employees. The company's services include plan consultation and design, compliance and tax support, recordkeeping, and advisory, backed by a robust technology infrastructure. With over 150,000 plan participants across 40+ states and $14B+ in plan assets under administration, Strongpoint Partners is dedicated to building trusted and knowledgeable retirement solutions.
⢠Manage and perform A-Z administration (plan design, compliance testing, client service, etc.) of a simple to mid-level complex caseload and sensitive client cases ⢠Serve as a guide to other plan administrators in supporting client requirements ⢠Initiate and participate in process improvements ⢠Complete leadership and/or project management courses ⢠Provide strategic guidance and assist in defining strategic goals ⢠Efficiently utilize technology to perform the duties of this position ⢠Attend staff meetings and trainings as requested ⢠Maintain team approach by assisting in areas appropriate for this position ⢠Own stewardship of all assigned business relationships ⢠Perform other duties as assigned
⢠QKA or similar industry certification ⢠Bachelors degree from an accredited college or university or equivalent ⢠3-5+ years of retirement plan experience with defined contribution plans ⢠3-5+ years of client services experience ⢠Proficiency in Word, Excel, PowerPoint, Outlook, CRM software ⢠Must be organized and detail-oriented ⢠Exceptional approach to client service focusing on communications, timely solutions, and client needs ⢠Team player, collaborative, able to work with and through others ⢠Strong verbal and written communication skills ⢠Ability to work well under pressure with multiple priorities and deadlines ⢠Excellent analytical and problem-solving skills ⢠Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team ⢠+++Added bonus if you have experience with DB/CB plans and/or QPA
⢠Flexible Workplace ⢠Competitive PTO ⢠Inclusive Environment ⢠Development Opportunities ⢠Comprehensive Benefits ⢠Workplace Perks
Apply Nowđ July 8, 2025
Be a key contact for 401(k) clients, managing relationships and compliance for retirement plans.
đşđ¸ United States â Remote
đľ $55k / year
â° Full Time
đ˘ Junior
đĄ Mid-level
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