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Retirement Plan Account Manager

Rapidly Growing Client-Centric Firm

in Remote

Are you a people person?  Do you enjoy client service?  Do you love the Financial Services industry?

We are in search of well organizaed, self-discliplined, service-oriented individuals to join a growing team of RETIREMENT PLAN ACCOUNT MANAGERS!  If you enjoy working independently (REMOTE) while still being a part of strong Client Service team, then we should talk!

Qualified candidates should have 3+ years of ERISA experience (A - Z recordkeeping experience), exceptional communication & organizational skills, strong prioritization & problem resolution skills and in-depth knowledge of qualified retirement plan/regulatory requirements (IRS, DOL, ERISA).  Designations through ASPPA are also desired.

How to Apply

If this describes you, resumes should be sent to retirementservicesjobs@gmail.com.


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