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Client Service Consultant

AimPoint Pension

(Remote)

We are adding to our Client Service Consultant team! Do you want to work with an exciting and ambitious company that allows you to be the ace of your own destiny? Do you have existing knowledge and experience in supporting plan administrators and other team members to ensure a world class client experience? Then this role could be for you!

The role maintains a book of business to manage the relationship of the Plan Sponsor and financial advisor partners. Provides support to the Administration Consultants with various duties to support gathering compliance data, interacting with Plan Sponsors and advisors on behalf of the consultants and delivering various deliverables to the Plan Sponsor.  The CSC will communicate with clients and their advisors throughout Plan year to gauge satisfaction and communicate various Plan timeframes, communicate new clients plan document to client and advisor, and other plan transactions, provide various forms to plan sponsors/advisors to assist in running the Plan efficiently and other duties as needed to provide industry leading customer experience.  The CSC must fit within our culture of integrity, teamwork, and putting clients’ interests first!

Responsibilities will include, but are not limited to:

• Maintain an assigned book of retirement plan clients.
• Serve as initial point of contact for clients/advisors, and route client requests appropriately.
• Track deliverables requested by clients to completion.
• Execute regular tasks such as distributions, preparation of reports & client information changes.
• Archive client information and correspondence in an organized manner consistent with firm practices.
• Set up and maintain client data, updates, notes, and mailings in CRM software.
• Make outbound calls/emails to clients/advisors on periodic basis to “check in”, provide industry news and /or ask for a deliverable (census, signed amendment, etc)
• Assist with annual report publishing to clients.
• Fielding retirement compliance and plan design questions.
• Consultatively communicate with clients and financial advisors
• Assist with plan design options.
• Prepare plan documents, plan amendments, merger/acquisition agreements and plan terminations.
• Collaborate and assist with new plan business as needed.
• Resolve prospect/customer issues in a timely, professional, and confident manner.
• Learn all systems used by Aimpoint in operations of business.

Qualifications required:

• 1+ years of experience in third party administration of retirement plan services.
• Detail-oriented, Self-starter, Entrepreneurial, Motivated
• Excellent organization, prioritization, and problem-solving skills.
• Excellent verbal and written communication skills.
• Ability to focus on the task at hand and maintain high level of attention to detail.
• Working knowledge of IRS & DOL rules and regulations, with a focus on ERISA.
• Proficient skills with Microsoft products, specifically Excel and Word.

Desired, but not required:

• ASPPA or IRS industry specific designations or willingness to attain them.
• Working knowledge of Pension Pro and ftWilliam.

Who is Aimpoint Pension?

AimPoint Pension is a retirement plan consulting firm with a single-minded goal: delivering a better client experience through a tailored approach to client service. Aimpoint Pension is a fast-paced, employee-empowered organization that strives to be the best consulting firm in the industry. We support our plan sponsor clients along with our advisor and CPA partners in every aspect of running the sponsor’s retirement plan. Additionally, we consult with our plan sponsors to promote the design and growth of a healthy retirement plan. We pride ourselves in supporting Americans on their path to a financially secure retirement.

We are a team of more than 40 experts serving over 1,400 retirement plans across the states with assets exceeding $1.5 billion.

Why choose AimPoint Pension?

Life/Work Balance: At Aimpoint Pension, we know that our employees have lives outside of the day-to-day TPA world. As a result, we strive to provide life/work balance to our staff and to ensure that they take vacation time and have the flexibility to participate in or handle life moments as they come up. We consider our employees “professionals” and treat them as such.

Remote: We are a fully remote workforce and have been since the beginning. We excel in supporting a truly remote team.

Training: Training is imperative to success. In the retirement industry, there is always something more to learn. It is ever-changing with new laws and guidance regarding existing laws from the IRS/DOL. As a result, we seek out industry experts to perform custom training for our team and support training and credentialling opportunities through ASPPA and her sister organizations. Additionally, we perform in-house training with the support of our technical experts. We also perform interdepartmental training to support a better understanding of the global operations of a TPA. It will make you stronger as an industry expert and Aimpoint Pension an even better consulting firm.

Compensation and Benefits:

Our focus is creating superior client service while enabling our employees to create a life/work balance. We offer competitive salaries with incentives and quarterly bonuses.

Our comprehensive benefits package includes medical, dental, vision, life, a very generous PTO policy, a 401(k) with a fully vested company match, and education reimbursement.

How to Apply

When submitting, please include your salary requirements. References may be requested.

Email to Resume@theaimpointgroup.com.

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