
51 - 200 employees
🤝 B2B
đź’¸ Finance
đź’ł 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.
đź•’ July 8, 2025
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51 - 200 employees
🤝 B2B
đź’¸ Finance
đź’ł 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 Nowđź•’ July 8, 2025
Be a key contact for 401(k) clients, managing relationships and compliance for retirement plans.
🇺🇸 United States – Remote
đź’µ $55k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
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