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Retirement Client Service Specialist

L4

raven ridgeBedford, NHyesterday

$52,000 - $65,000 per year

Occupations

Personal Financial AdvisorsCustomer Service RepresentativesSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industries

Pension FundsPortfolio Management and Investment AdviceTrust, Fiduciary, and Custody Activities
Job description
Job Title: Retirement Client Service Specialist
Location: Bedford, NH
Employment Type: Full-Time
Growing Financial Service firm specializing in Retirement and Pension Administration is adding to the team. We're dedicated to helping companies manage retirement plans and the individuals we serve, plan for and enjoy a secure retirement.
Job Overview: As a Retirement Client Service Specialist, you will serve as a key point of contact for our clients, providing support and guidance on retirement accounts, plans, and services. You'll work closely with retirees, plan participants, and internal teams to ensure a smooth, supportive experience for every client interaction.
Key Responsibilities:
  • Respond to client inquiries via phone, email, and online platforms in a timely and professional manner
  • Provide education and support on retirement plan options, distributions, and account management
  • Assist clients with transactions such as rollovers, withdrawals, and beneficiary updates
  • Collaborate with financial advisors, plan administrators, and operations teams to resolve client issues
  • Maintain accurate and thorough documentation of client interactions in CRM systems
Stay current with regulatory and industry changes related to retirement plans (401(k), IRA, pension, etc.)
Qualifications:
  • 2+ years of experience in financial services or retirement plan administration
  • Knowledge of retirement products (401(k), IRA, 403(b), etc.) preferred
  • Excellent interpersonal and communication skills
  • Detail-oriented with a high degree of accuracy
  • Proficiency in CRM systems and Microsoft Office Suite
What We Offer:
  • Base salary + bonus and full benefits package
  • Opportunities for professional development and career growth
  • Supportive and inclusive team culture
  • The opportunity to make a meaningful difference in people's lives
Job Type: Full-time
Pay: $52,000.00 - $65,000.00 per year
Benefits:
  • 401(k)401(k) matching
  • Dental insurance
  • Employee assistance program
  • Health insurance
  • Life insurance
  • Paid time off
  • Paid training
  • Professional development assistance
  • Vision insurance
Compensation Package:
  • Bonus opportunities
  • Commission pay
  • Profit sharing
Apply now
Apply now

Level

MidL4

Salary

$52,000 - $65,000 per year

Location

Bedford, NH

Occupation

Personal Financial Advisors

Industry

Pension Funds

Posted

yesterday

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