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Client Implementation Specialist

AimPoint Pension

in Pompano Beach FL / Telecommute

Aimpoint Pension is a fast paced, employee empowered organization with the goal of becoming the best TPA in the industry.  We strive to support our plan sponsor, advisor and CPA clients in every aspect of running the sponsors retirement plan. 

The Client Implementation Specialist (CIS) supports the Implementation Manager and other team members to ensure a word class client experience. The CIS will communicate various Plan timeframes, develop and communicate new clients plan document to client and advisor, process loans, distributions and other plan transactions, provide various forms to plan sponsors/clients/advisors to assist in running the Plan efficiently and other duties as needed to provide industry leading customer experience.  The CIS must fit within our culture of integrity, teamwork, and putting clients’ interests first!

  • Prepare plan documents, plan amendments, merger/acquisition agreements and plan terminations.
  • Collaborate and assist with new business & customer service team
  • Track deliverables requested by internal AimPoint team members to completion
  • Execute regular tasks such as distributions, preparation of reports & client information changes.
  • Set up and maintain client data, updates, notes, and mailings in CRM software
  • Make OUTGOING 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
  • Resolve prospect/customer issues in a timely, professional and confident manner
  • Learn all systems used by Aimpoint in operations of business

Required Qualifications: 

  • Great communication skills with AimPoint team members, plan sponsors, advisors and other points of contact
  • Excellent organization, prioritization, and problem-solving skills.
  • Ability to work well under pressure with multiple priorities and deadlines
  • Detail-oriented, Self-starter, Entrepreneurial, Motivated
  • Some experience in qualified plan design documents, loan & distribution processing
  • Microsoft Word, Outlook, Excel experience, and the ability to learn new software quickly 


We offer competitive salaries with sales incentives and a comprehensive benefits package including medical, dental, life and 401(k) with a company match, paid-holidays, and education reimbursement.

How to Apply

Send resume to :

Include salary requirements.   References will be asked for of top candidates.

Visit our web site.

This ad has been viewed 780 times. It expires on 3/9/2018.

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