Retirement Plan Service Specialist


Retirement Planning Advisor

The Service Specialist is responsible for Participant influence and service resolutions and being a key member of the Service Team in many of the activities associated with the ongoing and proactive service to existing and new Participants. A Service Specialist is responsible for managing the transaction process from start to finish for each assigned Participant. This could include resolving a service issue, influencing towards a service direction, and/or processing a financial transaction for the Participant.

Essential Functions

  • Answering our service line phones

  • Following up with both Participants and Plan Sponsors regarding the resolution of retirement planning issues

  • Directing Participants and Plan Sponsors to our Web Portal and educating them in its use

  • Completing transactions for assigned Participants, this includes preparing documents for each transaction, relationship building with Participants and ensuring the best retirement planning experience for each Participant

  • Influencing the Participant with the proper retirement plan knowledge

  • Contacting Participants for updates to plan and contact information

  • Maintaining the Participant eFile folders and ensuring the integrity of the system

  • Filtering and responding to Participant related emails

  • Collaborating with internal recordkeeping and TPA teams to resolve issues

  • Other duties as assigned

Position Requirements

  • Financial service license/s preferred: Series 6, 63/65; (will assist in obtaining Series 65 for the appropriate candidate)

  • Prior knowledge of financial and retirement products, policies, and procedures is highly preferred

  • 1–2 years of financial service experience required

  • Excellent customer service, administrative, detail and processing skills required

  • The ability to organize and prioritize multiple tasks and projects

  • Strong ability to work precisely keeping in mind multiple detailsEnjoys having an influence on the proper retirement plan direction

  • The ability to consistently follow documented standard operating procedures

  • The ability to interpret and explain policies and procedures, and accurately enter and give information to Participants

  • The ability to follow oral and written instructions

  • Strong working knowledge of Microsoft Office applications and strength in using & learning new technology. Exposure to Customer Relationship Management software is preferred but not required.

  • Passion for excellence and willingness to work to exceed client expectations

  • Must have a passion to serve this unique community of clients

  • Comfortable working in and with a religious culture (see our website at – make sure to note our statement of faith)


  • Excellent attention to detail

  • Solid communication skills (written and verbal)

  • Strong Influencing skills

  • Creative problem solver and researcher with critical thinking skills

  • Dedicated to administrative support

  • Strong paperwork processing skills

  • Excellent time management skills

  • Excellent organizational and record keeping skills

  • Thrives in a team environment

  • Ability to work independently as well as in a team environment

Personal attributes

  • Will be in full agreement with our Statement of Faith

  • Committed to markets and organizations we serve


This person will report to the Manager, Account Services and be a key support function within the service team environment.

Job Type: Full-time

Salary: $16.00 to $24.00 /hour

Apply Online

NO AGENCIES or RECRUITERS will be considered.
No Moving allowances offered