Retirement Plan Specialist

Company Overview

DWC, a subsidiary of FSG Parent L.P., provides plan document, compliance, consulting and government reporting services to more than 8,000 clients in all 50 states, ranging in size from single participant defined benefit plans to complex 401(k) plans including several thousand employees. In addition to our renowned responsiveness and obsession with detail, we put a commitment to client service at the center of everything we do.

We prioritize accessibility and responsiveness, and we are obsessed with detail.

DWC, a subsidiary of FSG Parent L.P., provides plan document, compliance, consulting and government reporting services to more than 8,000 clients in all 50 states, ranging in size from single participant defined benefit plans to complex 401(k) plans including several thousand employees. In addition to our renowned responsiveness and obsession with detail, we put a commitment to client service at the center of everything we do.

We prioritize accessibility and responsiveness, and we are obsessed with detail.

Every consultant at DWC has a commitment to excellence in their DNA. Our culture emphasizes helping everyone around us perform at the highest level and requires that all work be completed at an A+ level, without exception.

DWC is continually seeking candidates to join our team who are fiercely committed to client-centered service, passionate about helping our clients and advisors, and who truly enjoy working in the retirement plan industry.

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The Retirement Plan Specialist serves as the primary point of contact for client retirement plan needs, delivering exceptional customer service while building and maintaining strong client relationships. This role is responsible for managing client communications, resolving issues through critical thinking and internal coordination, and ensuring client satisfaction and retention. The specialist facilitates regular client meetings, provides updates and analytics, and leads plan document discussions.

• Serve as single point of contact for all client requests
• Cultivate and maintain strong relationships with clients and advisors to ensure long-term engagement and partnership
• Participate in unit meetings, ongoing training, and self-development activities
• Assist other organizational areas during high volume periods or low staffing situations
• Gathers information from clients to coordinate with RPC, etc.
• Deliver responsive and professional customer service to support client satisfaction and retention.
• Assist with resolving client issues by gathering information and escalating as needed to internal teams.
• Participate in scheduled client calls by preparing materials, taking notes, and following up on action items.
• Support the preparation and distribution of periodic client updates and basic analytics.
• Assist in coordinating plan document calls by scheduling meetings and gathering necessary documentation.

• 3-5 years of client relationship management experience required, preferably in the retirement industry
• Bachelors’ degree is preferred but not required
• QPA, QKA preferred but not required
• Knowledge of 401k plans, 403b and/or 457 plans
• Experienced in coordinating and running client meetings in person and virtually
• Proven ability to build and sustain trusted relationships with clients and advisors, fostering long-term engagement and strategic collaboration.
• High level of accountability and ownership of assigned relationships
• Strong organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines
• Reasoning and problem-solving skills to research and resolve general problems
• Technical proficiency and highly adaptive to learning and working in multiple systems.
• Proficiency in using required software applications, including Microsoft Office applications (specifically, Word, Excel, PowerPoint and Outlook - Access is beneficial) necessary for creating documents, analyzing spreadsheets, and managing business correspondence
• Communication skills and professional demeanor to interact with all levels of management, other associates and counterparts at other firms
• Work independently and in a team environment as well as support broader initiatives with guidance from a Supervisor
• Work well under stress created by time deadlines, workflow volume changes and telephone/associate inquiries
• Learn and understand the various legal documents required by various companies in order to process client requests
• Learn and apply new information, skills, and processes quickly including the various regulations, back-office systems and plan document materials
• Read and interpret financial statements

For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours.…