A company is looking for a Retirement Service Consultant to provide client service and support for retirement plans.
Key Responsibilities
Provide proactive client service and maintain a detailed understanding of retirement plans and products
Resolve client inquiries and issues while ensuring service levels are met
Develop and maintain effective working relationships with clients and internal teams to enhance client satisfaction
Required Qualifications
Bachelor's degree or equivalent work experience
Direct client experience and knowledge of the Retirement Services industry preferred
Certification or progress towards certification in industry-related studies preferred
Experience with financial services systems and proficiency in Microsoft Office applications
Knowledge of retirement plans, ERISA, DOL, IRS regulations, and plan documents
Service Consultant • Houston, Texas, United States