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Retirement Account Specialist
A company is looking for an Account Specialist-Retirement to provide customer support for retirement plan accounts. Key Responsibilities Respond to service inquiries from clients, advisors, TPAs, and client executives Handle client transactions, including payroll, distribution, and enrollment needs Support the coordination of complex plan activities, including fund changes and product conversions Required Qualifications Bachelor's degree in a business-related field or equivalent work experience One year of customer service experience Basic skills in MS Word, Excel, and PowerPoint Retirement industry experience preferred ASPPA designation or related coursework preferred
A company is looking for an Account Specialist-Retirement to provide customer support for retirement plan accounts.
Key Responsibilities
Respond to service inquiries from clients, advisors, TPAs, and client executives
Handle client transactions, including payroll, distribution, and enrollment needs
Support the coordination of complex plan activities, including fund changes and product conversions
Required Qualifications
Bachelor's degree in a business-related field or equivalent work experience
One year of customer service experience
Basic skills in MS Word, Excel, and PowerPoint
Retirement industry experience preferred
ASPPA designation or related coursework preferred
