Retirement Plan Specialist
4 weeks ago
We are seeking a highly skilled Retirement Plan Specialist to join our team at HIS Envoys Group. As a key member of our Client Services department, you will be responsible for delivering exceptional customer service to retirement plan participants and employers.
Key Responsibilities:
- Account Management: Assist participants with account setup, enrollment, and beneficiary designation. Guide them through updating personal information and adjusting investment allocations to align with their financial goals.
- Compliance and Regulations: Stay current on retirement plan regulations, tax implications, and industry updates. Ensure all communications and interactions with participants and administrators comply with applicable laws and company policies.
- Problem Resolution: Effectively address participant and plan administrator concerns, escalating complex issues to the appropriate internal teams when needed. Take ownership of problem resolution and follow up to ensure a satisfactory outcome.
- Client Outreach: Proactively engage participants and administrators by offering assistance, providing updates, and promoting retirement planning education. Encourage increased contributions and positive savings behaviors.
- Reporting and Documentation: Maintain accurate records of participant interactions and activities using the CRM system. Generate and analyze reports for plan administrators and participants to identify trends and opportunities for improvement.
Requirements:
- High school diploma or GED equivalent required; college education preferred.
- Minimum of 1-3 years of experience in a customer service role, preferably related to benefits or employee benefit administration. Experience in financial services is a plus.
- Preferred active license in Series 65, 63, 7, or any retirement plan certification.
- Credentials with ASPPA, such as QKA, CPC, or other certification programs in 401(k) and 403(b) workplace retirement plans, are preferred.
- Excellent written and verbal communication skills.
- Experience with CRM programs.
- Proficient in Microsoft Office.
What We Offer:
- Personal Benefit Allowance
- Retirement Benefits
- Generous PTO
- Life Insurance
- Competitive pay scale (DOE - Starting $19-25/hr)
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