Retirement Plan Specialist

2 weeks ago


Stratham, United States Compass Retirement Consulting GroupCompass 360, LLC Full time
Job Summary

The Client Liaison will serve as the primary point of contact for 3(16) concierge fiduciary services on an assigned book of business. They will be responsible for ensuring data is received, transmitted, and communicated effectively and accurately. This position requires collaboration with other team members and the use of email and the telephone to ensure plan sponsor, participant, advisor, and vendor service needs are met.

Key Responsibilities
  • Meet Compass Service Agreement standards when interacting with plan sponsors, participants, advisors, and vendors.
  • Respond to plan sponsor, participant, advisor, and vendor emails and calls within 24 hours.
  • Coordinate the electronic contribution submission process with payroll service vendors, plan sponsors, and recordkeepers.
  • Provide deposit confirmations to the plan sponsor.
  • Upload payroll information to the Verify system for eligibility tracking.
  • Assist in the correction of payroll errors as needed.
  • Maintain accurate records of client interactions and transactions.
  • Protect and secure all confidential data held by Compass.
  • Use designated software and tools to complete all assigned tasks.
Requirements
  • High School Diploma is required.
  • Proven customer service and relationship management skills.
  • Strong verbal and written communication skills.
  • The ability to problem solve, be proactive, and demonstrate initiative.
  • Robust time management and organizational skills.
  • Base knowledge and understanding of retirement plans and payroll processing platforms.
What We Offer

A competitive benefits package with a generous employer contribution towards premiums for Medical, Dental, and LTD. We believe in family first and encourage employees to take time to rest, play, and recharge. We offer ample PTO time and holiday schedule. We support and encourage employees' goals to further their education and pay for courses and testing materials for both NIPA and ASPAA.



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