Retirement Plan Service Expert

4 days ago


New York, New York, United States Disability Solutions Full time
About the Role

We are seeking a Retirement Plan Service Expert to join our Disability Solutions team. This individual will be responsible for delivering exceptional service to participants in an employer-sponsored retirement plan, providing information on various features and concepts, and guiding them towards financial wellness and retirement readiness.

Key Responsibilities
  • Deliver exceptional service to participants in an employer-sponsored retirement plan
  • Provide information on various features and concepts of retirement plans
  • Guide participants towards financial wellness and retirement readiness
  • Mentor new hires and contribute to process improvement initiatives
Requirements
  • High School diploma or equivalent required
  • 2+ years participant service experience preferred
  • FINRA SIE, Series 6 and 63 registrations required
  • In-depth knowledge of products and excellent verbal and written communication skills
Benefits
  • Annual base salary range: $57,370 - $71,710 USD
  • Tuition reimbursement up to $5,250/year
  • Paid time off - including 20 days paid time off, nine paid company holidays, and a flexible Diversity Celebration Day
  • Paid volunteer time - 40 hours per calendar year
Why Choose Us

Disability Solutions is committed to pay that's fair and equitable, offering comparable pay for comparable roles and responsibilities. We prioritize the well-being of our employees and the communities we serve, striving to create a culture that values diversity, equity, and inclusion.



  • New York, New York, United States MP RPO Full time

    Our TeamMP's Client proudly serves nearly 5,000 clients throughout the U.S. With a 9-year average associate tenure among our 265 professionals, our team's commitment to excellent service has positioned us as a leader in employee benefits. Our goal is to help companies and their employees prepare for their future health, wealth, and retirement needs.We...


  • New York, New York, United States Fidelity Information Services Full time

    About This OpportunityWe are seeking a seasoned Senior Business Analyst to join our Retirement Plan Solutions group at Fidelity Information Services. As a key member of our team, you will play a critical role in driving business growth, improving processes, and delivering exceptional results.Key Responsibilities* Provide subject matter expertise on business...


  • New York, New York, United States Fidelity Information Services Full time

    Join Our TeamFIS is an equal opportunity employer committed to diversity and inclusion. We are seeking a skilled Production Support Senior Analyst to join our team in [Location].Key Responsibilities:• Provide consultation on the use of re-engineering techniques to improve process performance and product quality• Analyze best practices for techniques and...


  • New York, New York, United States Alera Group, Inc. Full time

    About the RoleThis is a Hybrid role out of our New York office or possibly remote for the right candidate. As a Retirement Solutions Client Service Associate, you will be responsible for coordinating with the Retirement Solutions Group team to ensure client needs are met. You will also assist with scheduling and facilitating client education meetings and...


  • New York, New York, United States MP RPO Full time

    About the RoleWe are seeking a skilled Retirement Plan Specialist to join our team in New York City. As a key member of our financial planning team, you will have the opportunity to develop new business and provide critical support to our private client group.Our financial planners are known for their expertise in offering fiduciary guidance to our clients....


  • New York, New York, United States Expert Info Services LLC Full time

    Job Title: Mathematics Expert in EducationAbout Us:Expert Info Services LLC is a leading expert witness firm providing highly credentialed professionals across various disciplines, including mathematics and statistics. Our team has been connecting law firms with qualified experts since 1987.Job Description:MAT-2096 is a renowned mathematics and statistics...


  • New York, New York, United States Vestwell Full time

    Vestwell is a fintech platform that empowers businesses to redefine their savings strategies. With over $30 billion in assets saved across the United States, Vestwell's innovative solutions cater to diverse clients, including financial advisers, employers, and individual savers.As a key member of our Retirement Services team, you will play a vital role in...


  • New York, New York, United States Building Service 32BJ Benefit Funds Full time

    Job TitleRetirement Services Financial AnalystAbout the JobWe are seeking a highly skilled Retirement Services Financial Analyst to join our team. As a key member of our pension administration department, you will be responsible for processing pension benefits for retired members of various pension plans.The ideal candidate will have strong mathematical...


  • New York, New York, United States Disability Solutions Full time

    Job OverviewWe are seeking a seasoned Corporate Retirement Plan Manager to join our team. In this role, you will be responsible for managing sales activities in a defined geographic area, selling corporate retirement and tax-exempt opportunities from start-up plans to $50mm in assets.Key Responsibilities:Develop and execute strategic plans to achieve sales...


  • New York, New York, United States Building Service 32BJ Benefit Funds Full time

    About the Role:We are seeking a highly skilled and detail-oriented Pension Benefits Specialist to join our team at Building Service 32BJ Benefit Funds.This is an exciting opportunity for a motivated individual to work in a fast-paced environment, processing pension administration transactions and determining eligibility for retired members of various pension...


  • New York, New York, United States Expert Info Services LLC Full time

    Company Overview: Expert Info Services LLC is a leading provider of expert witness services, connecting law firms with qualified expert witnesses since 1987.Salary Range: $150,000 - $220,000 per yearJob Summary: We are looking for a highly skilled Parks and Recreation Expert to join our team. As a key member of our team, you will be responsible for providing...


  • New York, New York, United States PrecisionHire Systems Full time

    The Experienced Insurance Agent & Financial Services Specialist role at PrecisionHire Systems involves developing and maintaining strong relationships with clients, providing expert advice on insurance products, and analyzing clients' financial situations to recommend suitable financial products and services. To excel in this position, one must possess a...


  • New York, New York, United States Pontera Full time

    OverviewPontera is a fintech pioneer revolutionizing retirement savings management. Our innovative platform empowers individuals to take control of their 401(k) and other retirement plan accounts, guided by trusted financial advisors.We serve a wide range of clients, from small and medium-sized wealth management firms to Fortune 500 RIA companies,...


  • New York, New York, United States Vestwell Full time

    About the JobThis is a unique opportunity to join a growing fintech company as a Financial Services Sales Representative. In this role, you will be responsible for driving revenue growth by identifying and converting new business opportunities in the financial advisor marketplace.You will manage a sales pipeline and convert organic and sourced leads into...


  • New York, New York, United States Alera Group, Inc. Full time

    About UsWe are Alera Group, a national insurance and wealth services firm providing comprehensive employee benefits, property and casualty insurance, retirement plan services, and wealth services solutions to clients nationwide.This role offers a competitive salary starting at $60,000, and we're looking for a talented individual to join our Employee Benefits...


  • New York, New York, United States Michael Page Full time

    Job Title: Financial Planning ExpertAt Michael Page, we are seeking a highly skilled Financial Planning Expert to join our team. As a key member of our organization, you will be responsible for providing financial planning and analysis expertise to support business growth and strategy.The successful candidate will have a strong background in financial...


  • New York, New York, United States VHB Full time

    We are seeking an experienced Aviation Planning Expert to join our team at VHB. This exciting opportunity allows for professional growth and leadership through challenging and rewarding projects for a variety of aviation-related clients and services.As an Aviation Planning Expert, you will be responsible for:Project management for complex airport planning...


  • New York, New York, United States Corebridge Financial Inc. Full time

    Job Overview:We are seeking a highly skilled and motivated Part-Time Advisor Assistant to join our team at Corebridge Financial Inc.About the Role:This is an exciting opportunity to work in a dynamic and fast-paced environment, where you will have the chance to make a real difference in the lives of people who need your help.Your primary responsibilities...


  • New York, New York, United States Citigroup, Inc. Full time

    At Citigroup, Inc., we are seeking an accomplished Financial Planning Expert to join our team in New York. This senior-level position is responsible for providing insightful financial analysis and strategic guidance to senior management.The ideal candidate will have 10+ years of experience in financial services, with expertise in providing financial analysis...


  • New York, New York, United States MetroPlus Health Plan Full time

    Job OverviewMetroPlus Health Plan is seeking a highly skilled MuleSoft Developer Expert to reinforce our expansive Application Development initiatives, emphasizing API-led integration using the MuleSoft platform.The ideal candidate will be pivotal in ensuring efficient and high-quality delivery for our end-users. A strong analytical mind and attention to...