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Retirement Client Consultant

Leading Retirement Solutions

(Remote)

Full Time (40 hrs per week)

Start Immediately

Salary Range: $70,000 - $85,000 (DOE)

At Leading Retirement Solutions (LRS) our mission is to empower all businesses with the economic independence required to help their employees save for a secure retirement. If this aligns with your values, and you possess the skill set to thrive in a fast-paced and often changing work environment, we would love for you to join our organization of experts!

We recommend and implement 401(k)s, 403(b)s, Defined Benefit Plans, SEP & Simple IRAs, ROBS, ESOPS, Church Plans, and even retirement plans for Cannabis companies. Through our open architecture recordkeeping services, we provide investment advisors, managers, plan sponsors and participants access to traditional and non- traditional investments.

Department Responsibilities
The Client Services team works directly with customers and clients of all kinds of businesses. Team member responsibilities include communicating with clients about their experiences with our company and the services we provide. Team members receive and respond to client or customer questions about properly using or accessing any information regarding their retirement plans as well as expectations on meeting regulatory requirements.

Team members monitor and maintain the client relationship, receiving and processing client requests for initial and additional services. As a hub of the organization, team members regularly collaborate with multiple departments to deliver excellent client care.

Role Responsibilities

• Consults with plan sponsors to assist them with optimal retirement plan design to achieve the highest opportunity of a successful retirement program.
• Provides plan design recommendations and support by drafting plan documents, restatements, and amendments based on client consultations related to all types of retirement plans for internal and external customers. This includes the responsibility to draft retirement plan documents.
• Be a plan design consultant and participate in client-facing consultative plan design calls with plan sponsors and advisors as part of the implementation process.
• Work closely with internal and external parties on clients’ retirement plan compliance matters, mandated testing, and annual audits.
• Partner with internal and external parties in support of vendor relationship management activities.
• Stay current on regulatory environment through networking and professional memberships and certifications.
• Work closely with clients to identify and reach their retirement plan objectives.
• Drive Customer behavior by providing support to clients, including making outbound phone calls/email campaigns to obtain resolutions to plan issues and to carry out required plan document restatements.
• Collaborates with team members to continuously improve operational protocols and client experience processes.
• Develop and maintain the plan operations and document process, workflow improvement initiatives, and program/policy changes.
• Ensure client requirements are understood and work closely with internal partners to design, document, and ensure appropriate sign off on scope and solutions.
• Advise clients on all technical, regulatory, and problematic administrative issues and work with administrative team on solutions.
• Soliciting new business referrals and independently generating relationships with outside sources for new business development through personal and professional networking.
• Analyzing client accounts for potential revenue earning opportunities.

Qualifications

• 3+ years retirement industry experience
• Bachelor’s degree preferred
• DC plan administration training and experience
• Superb communication skills and a commitment to superior customer service
• Emphasis on plan document interpretation, analysis, drafting and application to sponsor operations and goals
• Excellent attention to detail and accuracy, proficient with numbers and basic calculations
• A demonstrated track-record of consistently meeting and/or exceeding performance expectations
• Ability to work independently and as part of a team in a fast-paced environment
• Demonstrated ability to build relationships and leverage a firm’s existing strengths
• Willingness to continually upgrade knowledge and understanding of our industry
• Self-motivated and Solutions-oriented with excellent organizational skills
• ASPPA Retirement Plan credentialled preferred (ex. RPF, QKA, QPA)
• Consultant or Advisory Credentials from ASPPA, fi360, or other investment related institutions
• Proficiency is required with Excel, Word, Outlook, Adobe Acrobat, browsing network directories, and dual screens as we are a paperless office.

Physical Demands and Work Environment

• While performing the duties of this job, the employee is regularly required to talk and hear.
• The employee is frequently required to sit; use hands to finger, handle, or feel; and reach with hands and arms.
• The employee must occasionally lift and/or move up to 10 pounds.
• Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
• The work environment is usually an indoor setting with infrequent exposure to outside elements. This position requires less than 5% of travel.
• The person in this position occasionally needs to move about inside a home office environment to access file cabinets, office machinery, etc.
• Constantly operates a computer and other office productivity machinery such as a printer.

We Offer Great Benefits!

• Choice between 4 medical plans
• Dental, Vision, Accident, and Life/AD&D Insurance
• HSA and FSA options
• 2+ Weeks of Paid Time off (PTO)
• Paid Holidays
• Employer sponsored 401(k) Plan + Employer matching contributions
• Performance bonuses
• Financial support for ongoing education and credentialing
• Financial wellness services via ZayZoon
• Great, casual working environment with casual dress
• 100% Employer Paid Work from Home Setup
• Flexible Scheduling

How to Apply

You can apply via the link or by emailing your resume to hr@leadingretirement.com

Apply Now

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