Retirement Service and Support Specialist
Core
Support sales representatives and financial advisors by managing inbound/outbound calls and emails to assist customers with retirement account activities, asset gathering, rollovers, and distribution decisions.
Role type
Customer service specialist for retirement plan administration
Builds
Retirement account services and sales support for individual and employer-sponsored plans
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Retirement account administration, rollover processing, compliance review (IRC/plan provisions), customer profiling, needs assessment, trade request processing, regulatory knowledge (IRAs, qualified plans)
Preferred skills
Defined contribution recordkeeping experience, mutual fund industry knowledge, pension plan rules expertise, relationship management
Technologies
Microsoft Windows, Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Review incoming rollover requests for compliance, process trade requests and coordinate with back-office, educate customers on distribution options and tax implications, respond to operational inquiries via phone and email, support asset retention through personalized service
Seniority
Mid-level, hands-on IC