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Retirement Services Representative Jobs

Senior Consultant, Retirement Jobs
By WTW At , Boston $120,000 - $200,000 a year
Experience and expertise delivering retirement consulting services to Fortune 1,000 or organizations of similar size
Strong client relationship, interpersonal and team skills
Strong knowledge of MS Excel, PowerPoint and Word
Interface with colleagues from other practices and regions on assignments that reflect the client’s broader business issues
Ensure clients are regularly informed about the implications and opportunities that changing laws and regulations have related to their retirement plans
Develop new business opportunities and enhance existing relationships
Consultant-Retirement - Remote Jobs
By Mercy At , Chesterfield, 63017
Manages relations with financial institutions holding Mercy accounts and coordinates with the Finance department to track and reconcile benefit payments.
Required Education: Bachelor's Degree in actuarial science, business, finance, or related field; or equivalent experience.
Manages benefit vendor relations and collaborates on retirement plan administration and regulatory compliance, as well as data maintenance and integrity.
Trains, mentors and reviews the work of Retirement Analysts; oversees daily activities and manages workflow to ensure thorough and timely services.
Provides support to other Mercy departments such as Finance, Treasury, HR and Legal as required.
Knowledge of various deferred compensation plans.
Custodian- Retirement Community Jobs
By Reata Glen At San Juan Capistrano, CA, United States
Fulltime Benefits include PTO, Medical, Dental, Vision, Life Insurance, and more.
1+ years of custodial experience preferred.
LOTS of Opportunity in a Stable & Beautiful work environment.
Talent development reviews and growth opportunities.
Ability to understand and follow instructions in English and communicate effectively.
Legally Authorized to work in the United States.
Retirement Specialist Jobs
By MillenniumSoft Inc At San Antonio, TX, United States
Experience using a case management system and knowledge portal
Flag any gaps in knowledge management materials at tier 0 (HROne) and tier 1 (call scripts)
Assists in the administration of qualified and non-qualified plan benefits payments, such as restoration payments, etc.
Experience working in a shared services center environment preferred
Previous retirement plan administration experience preferred
Knowledge of Total Rewards preferred
Retirement Services Operations Associate
By Empower At United States
Defers more complex issues to senior associates or department management.
Bachelors Degree in Business or related field, or equivalent experience
Excellent communication and organizational skills
Works closely with senior level associates and quality coordinators to resolve issues related to paperwork and transactions.
Reviews paperwork and application data in operations systems.
Assists with administrative not in good order resolution via letters, emails, phone calls
Retirement Planner Jobs
By Fidelity Investments At , Remote
Strong time management and prioritization skills
2+ years of experience in a customer service or sales role preferred
Knowledge of tax exempt retirement products and services highly desirable
Previous phone center experience preferred
Your robust consultative, influencing and communication skills
Leverage guidance offering and appropriate tools to assist customers with their retirement readiness
Senior Consultant, Retirement Jobs
By WTW At , Arlington, Va
Experience and expertise delivering retirement consulting services to Fortune 1,000 or organizations of similar size
Strong client relationship, interpersonal and team skills
Strong knowledge of MS Excel, PowerPoint and Word
Interface with colleagues from other practices and regions on assignments that reflect the client’s broader business issues
Ensure clients are regularly informed about the implications and opportunities that changing laws and regulations have related to their retirement plans
Develop new business opportunities and enhance existing relationships
Account Executive - Retirement 401(K) Services
By Paychex At New York, NY, United States
2 years of experience in Relevant sales/sales management.
Analyzes the prospects’ needs and interests, determining which products are appropriate and referring to appropriate party when necessary.
Expedites the resolution of client problems or complaints to ensure client satisfaction and retention.
Projects a positive image in representing the Corporation to uphold Paychex’ reputation to clients and the community.
Establishes and maintains partnerships with Sales, Branch, Hub, and Premier personnel to ensure that all current client needs are being met.
Communicates with outside parties, including CPAs, attorneys, auditors, investment providers, bank partners, and third party vendors.
Manager Retirement Advisor Jobs
By Empower At Denver, CO, United States
2-5 years of management experience preferred.
Excellent written and verbal communication skills required.
Knowledge of Salesforce and Pershing platforms are a plus.
Knowledge of Microsoft Word, Excel and PowerPoint.
Excellent organization, prioritization and planning skills required
10% - Field escalated issues from representatives, clients, and participants. Identifies trends in escalated issues and proactively addresses with staff.
Head, Global Retirement Jobs
By Johnson & Johnson At , New Brunswick, Nj $160,000 - $276,000 a year
Present strategy and retirement benefit proposals (new or changed plans) to management (the Pension and Benefits Committee)
Strong understanding and working knowledge of benefits laws and regulations;
Set and oversee the retirement benefit (pension, savings, retiree medical) strategy for the Company
Assess current retirement benefits programs, market trends, legislative, tax and social changes that impact the Company’s programs;
Support Finance by providing pension accounting expertise;
Lead Acquisition & Divestiture retirement / benefits matters during diligence, integrations and separations.

Are you looking for a rewarding career that allows you to make a difference in people's lives? We are looking for a Retirement Services Representative to join our team and help our clients plan for their retirement. You will provide excellent customer service, answer questions, and provide guidance on retirement planning. If you are passionate about helping people and have a knack for financial planning, this is the perfect job for you!

Overview A Retirement Services Representative is responsible for providing customer service and support to clients regarding their retirement plans. They are responsible for providing information and assistance to clients regarding their retirement accounts, investments, and other financial services. They also provide advice and guidance on retirement planning and investments. Detailed Job Description A Retirement Services Representative is responsible for providing customer service and support to clients regarding their retirement plans. They are responsible for providing information and assistance to clients regarding their retirement accounts, investments, and other financial services. They also provide advice and guidance on retirement planning and investments. They must be knowledgeable about the various retirement plans and investments available, and be able to explain the benefits and risks associated with each. They must also be able to answer questions and provide advice on retirement planning and investments. Job Skills Required
• Excellent customer service skills
• Knowledge of retirement plans and investments
• Ability to explain complex financial concepts in a clear and concise manner
• Ability to work independently and as part of a team
• Ability to multi-task and prioritize tasks
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• At least two years of experience in a customer service or financial services role
• Knowledge of retirement plans and investments
• Ability to explain complex financial concepts in a clear and concise manner
• Ability to work independently and as part of a team
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office
Job Knowledge
• Knowledge of retirement plans and investments
• Knowledge of financial markets and investments
• Knowledge of financial regulations and laws
• Knowledge of customer service principles and practices
• Knowledge of financial planning and retirement planning
Job Experience
• At least two years of experience in a customer service or financial services role
• Experience in retirement planning and investments
• Experience in customer service and financial services
• Experience in financial planning and retirement planning
Job Responsibilities
• Provide customer service and support to clients regarding their retirement plans
• Provide information and assistance to clients regarding their retirement accounts, investments, and other financial services
• Provide advice and guidance on retirement planning and investments
• Explain the benefits and risks associated with various retirement plans and investments
• Answer questions and provide advice on retirement planning and investments
• Monitor client accounts and investments
• Prepare reports and documents related to retirement plans and investments
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