Client Service Consultant | Retirement Investment Advisory Services

#LI-JSS #LI-Hybrid

Essential Functions and Primary Duties Serve as the primary contact for a specified number of corporate retirement plan clients, providing consulting and advisory solutions and being accountable for the delivery of exceptional client service. Consult with plan sponsors and retirement committees on matters related to fiduciary governance, plan design, plan compliance, vendor oversight, fees & expenses, participant engagement, and investment advisory (if licensed). Handle all day-to-day inquiries and service requests for assigned client base, responding to and resolving routine client questions or requests in a timely manner. Target 100% client retention. Proactively schedule, conduct, and lead client committee meetings (annually, semi-annually, or quarterly). Includes coordination with the strategic advisor, client committee, and vendors. Also includes the preparation and delivery of meeting materials and completion of post-meeting documentation and follow-up. Maintain regular communication between all parties (plan sponsor, committee members, recordkeeper, TPA, actuary, attorney, etc.) to strengthen client satisfaction and further deepen the client relationship. Coordinate with outside business partners as needed (recordkeepers, TPAs, investment managers) to manage client requests to successful completion. Maintain detailed notes/logs of client interactions and ensure all documentation is stored properly per firm protocols. Proactively address outstanding inquiries and develop possible solutions to alleviate future inquiries. Additional responsibilities as assigned by management. Preferred Qualifications Bachelor’s degree FINRA Series 65 license (or willingness to obtain within 6 months of employment)

Minimum Qualifications High School Diploma or GED At least three years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures Possesses comprehensive knowledge of pertinent laws, regulations and professional standards Proficient use of applicable technology Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Microsoft TEAMS) Experience performing work that requires initiative and leadership skills Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) and/or Series 65 licensing as requested by organization Ability to anticipate and elicit customer needs Ability to self-learn and develop business and technical knowledge quickly Motivated team player with demonstrated interpersonal skills Comfortable working with quick turnaround times and deadlines Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization Ability to travel as necessary