Retirement Plan Client Service Associate
Listed on 2026-01-01
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Finance & Banking
Financial Consultant, Financial Services
Sr Executive Retirement Industry Recruiter at CPS Inc.
Compensation: $60,000
Location: Birmingham, AL
Requirements- Solid retirement plan knowledge
- Ideally SIE and/or FINRA Series 65
- 2+ years Financial Service experience
- Be available to work in the office in a hybrid capacity (3 days in / 2 days from home)
A local benefits organization is looking to grow their retirement plan area by adding a driven, energetic and client focused professional to their team. This person should have excellent communication skills and be able to convey complexities of investments and retirement planning to c-suite individuals, plan sponsors and participants. This person will be responsible for client interaction both over the phone, through video conferencing and even in person from time to time.
The work with the participants will be focused on hardship withdrawals, allocation of funds and enrollment or termination questions. This individual will also be working directly with retirement plan carriers, advisors and other essential personnel to make sure all is in order with the client retirement plan so as to continue to retain the business.
- Work from home 2 days a week
- 100% Employee Coverage
- Life Insurance
- 401k Plan with a match
- Profit Sharing
- Up to one month salary for end of year bonus
Entry level
Employment TypeFull-time
Job FunctionFinance
IndustriesStaffing and Recruiting
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