Retirement Plan Specialist

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $65k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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PCS Retirement

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🤝 B2B

Finance • B2B

PCS Retirement is a leading provider of modern, simplified retirement plan solutions, serving a broad range of clients including individual savers, employers, third-party administrators (TPAs), financial advisors, and institutions. The company is among the fastest growing retirement plan providers in the nation, offering a conflict-free experience with customizable and flexible solutions. PCS Retirement focuses on elevating retirement plan businesses and providing seamless support with 360 payroll integration and 24/7 service.

📋 Description

• Serve as the single point of contact for all client requests • Cultivate and maintain strong relationships with clients and advisors • Participate in unit meetings, ongoing training, and self-development activities • Assist other organizational areas during high-volume or low-staffing periods • Gather client information and coordinate with RPC and other internal teams • Deliver responsive and professional customer service to support client satisfaction and retention • Resolve client issues by gathering information and escalating to internal teams as needed • Prepare materials for scheduled client calls, take notes, and follow up on action items • Support preparation and distribution of periodic client updates and basic analytics • Coordinate plan document calls by scheduling meetings and gathering documentation • Facilitate regular client meetings, provide updates and analytics, and lead plan document discussions

🎯 Requirements

• 3-5 years of client relationship management experience required, preferably in the retirement industry • Bachelor’s degree preferred but not required • QPA preferred but not required • QKA preferred but not required • Knowledge of 401(k), 403(b), and/or 457 plans • Experience coordinating and running client meetings in person and virtually • Proven ability to build and sustain trusted relationships with clients and advisors • High level of accountability and ownership of assigned relationships • Strong organizational and time management skills • Reasoning and problem-solving skills • Technical proficiency and adaptability to multiple systems • Proficiency with Microsoft Office, specifically Word, Excel, PowerPoint, and Outlook; Access beneficial • Communication skills and professional demeanor • Ability to work independently and in a team environment • Ability to work well under stress and deadlines • Ability to learn and understand legal documents required to process client requests • Ability to learn and apply regulations, back-office systems, and plan document materials quickly • Ability to read and interpret financial statements • Internet speed of 50 MBps or better for individual use • Uninterrupted virtual workspace with no distractions • Family care in place during business hours

🏖️ Benefits

• 401(k) match • Medical insurance • Dental insurance • Vision insurance • Life insurance • Short-term disability • Long-term disability • Paid time off • Fully remote work arrangement • Uninterrupted virtual workspace • Family care expected to be in place during business hours