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Installation and Conversion Consultant

PAi Retirement Services

in Remote / De Pere WI / AL / AZ / CO / IA / ID / KS / MA / MI / MN / NC / ND / NJ / PA / SD / TN / TX

Logo for PAi Retirement Services

Job Title: Installation and Conversion Consultant    
Classification/Type: Non-exempt, Full time
Reports to: Care Center Coach
Location: De Pere, WI; Sioux Falls, SD; or Remote
Travel Required: None
Formal Leader: No

Job Summary

Partners with internal staff, plan sponsors, advisors, and other company representatives to provide a positive customer experience, creating value with every customer contact in a cross-functional environment that includes, but is not limited to, establishing new and integrating existing plans to PAi for third party administration services.


  • Team Success
  • Customer/Client Focus
  • Personal Credibility
  • Applied Learning

Core Responsibilities:

  • Primarily responsible for assisting customers in setting up new and conversion 401(k) plans
  • Accurate and timely completion of day-to-day tasks associated with 401k plan operation, including but not limited to phone queue support and other tasks/projects as assigned.
  • Support PAi Sales team to determine appropriate plan type/product for the client’s needs
  • Documents details of customer contacts and actions taken
  • Reviews plan documents, proposals, questionnaires, and elections with great attention to detail to ensure accuracy and compliance of plan consultation, design, and set-up
  • Proactively discovers and resolves potential problems through clear, confident, and effective communication with partners, clients, agencies, and external/internal customers maintaining positive working relationships to promote retention and a quality service image
  • Develops and applies continuously growing regulatory, product and process knowledge to effectively anticipate and meet customer service needs
  • Continually identifies problems/changes, including but not limited to procedural gaps and regulatory changes and assists in resolving with the appropriate resource(s), such as a Leader, Quality Assurance, Training and/or others

Job Requirements:

  • Regular attendance and punctuality
  • Ability to work autonomously or as part of a team
  • Ability to work in a fast-paced, change driven environment
  • Adherence to all company policies and procedures

Minimum Qualifications:

  • High school diploma or equivalent
  • Two years of previous 401(k) third party administrator experience
  • Solid mathematical abilities and computer skills including demonstrated knowledge with Microsoft Office Outlook, Excel, and Word
  • Excellent analytical, problem resolution skills and detail orientation

Preferred Qualifications:

  • Associates or Bachelor’s degree or equivalent certifications in business, communications, finance, or accounting or equivalent work experience
  • Fluent in English and Spanish

ADA requirements:

  • Sedentary position frequently required to sit
  • Requires frequent speaking and listening
  • Ability to use hands/fingers to operate office equipment such as phone and computer
  • Requires frequent use of vision for reading and writing (close proximity, color, and ability to adjust focus)


The above statements reflect the general details necessary to describe the principle functions of the occupation described and shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation.

Equal Employment Opportunity Policy:

PAi provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

How to Apply

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