Retirement Plan Service Consultant

Kerber Rose is a trusted advisor for accounting and wealth management services throughout Wisconsin. We remain committed to excellent service and meaningful client relationships. Our people‑first philosophy values relationships with our team, clients, and communities.

Kerber Rose Wealth Management is seeking a detail‑oriented Retirement Plan Service Consultant to support our retirement plan team. This role focuses on onboarding new retirement plans, coordinating ongoing services, and supporting advisors and clients through a high‑touch service model. The ideal candidate is organized, collaborative, and experienced in retirement plan operations.

• Lead and coordinate onboarding of new retirement plans
• Serve as liaison between plan sponsors, recordkeepers, TPAs, and advisors
• Coordinate ongoing service schedules with the 401(k) advisor
• Prepare for and follow up on client meetings
• Manage service workflows and track deliverables
• Support advisors with plan administration and client communication
• Troubleshoot client issues and coordinate resolutions
• Maintain accurate CRM records and documentation
• Identify process improvements to enhance service delivery
• Collaborate with internal teams to ensure consistent service

• 5–10 years of experience in retirement plan services or administration
• Strong understanding of 401(k), 403(b), and retirement plans
• Experience working with recordkeepers, TPAs, and plan sponsors
• Strong organizational and project management skills
• Excellent communication skills
• Proficiency in Microsoft Office and CRM systems
• Professional designations (AIF®, CRPS®, QKA) preferred

Kerber Rose offers a supportive and professional environment with a focus on growth and development. Our core values include Honesty, Integrity, Respect, Balanced Life, and Community Orientation.

We offer a comprehensive benefits package including health, dental, vision, 401(k), and professional development opportunities.