(Hybrid) Retirement Plan Specialist

National Financial Partners Corp.; Stoke-on-Trent; On-site; GBP 40,000 - 56,000; Full time

Job summary

A leading financial services firm is seeking a Customer Service Representative to ensure exceptional client satisfaction. This role involves preparing transactions, proactive client communication, and providing comprehensive administrative support for retirement plans. Ideal candidates will possess strong communication skills and a Bachelor's degree in relevant fields. The position offers a competitive salary between $54,000 and $75,000, along with various benefits including PTO, 401(k) matching, and wellness programs.

Benefits

Competitive salary

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Qualifications

• Bachelor’s degree in accounting, business or mathematics, or equivalent background.
• Prior experience in retirement and/or 401(k) plans is preferred.

Responsibilities

• Ensure overall client satisfaction through exceptional customer service.
• Prepare daily transactions for trade file processing.
• Provide proactive communication regarding service delivery.
• Respond to client inquiries professionally.
• Provide comprehensive administrative support.
• Ensure plan activity compliance with regulations.

Skills

Detail oriented

Problem-solving skills

Strong oral communication

Strong written communication

Teamwork

Fast-paced environment adaptability

Proficiency in Excel

Proficiency in Word

Proficiency in Outlook

Education

Bachelor’s degree in accounting, business or mathematics

Job description

Warrington - STE 210
Warrington, PA 18976, USA

Description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary of Role

NFP Executive Benefits designs benefits plans that address the retirement savings gap confronting most of today’s higher-earning executives. We offer extraordinary benefit administration that supports the simplest to the most complex plan designs. At NFP, we work with our clients directly to provide industry-leading service and technology solutions for non-qualified deferred compensation plans.

We are looking for the right individual to join our growing firm. The ideal candidate will be responsible for ensuring overall client satisfaction by providing not only exceptional day-to-day customer service but also value-added plan record keeping & administration. This position is also responsible for serving as a technical resource to clients as well.

Essential Duties and Responsibilities

• Accurately prepare daily transactions for trade file processing to meet daily cutoff times
• Provide proactive customer communication with clients and peers regarding all aspects of service delivery and client transactions
• Respond to client inquiries in a prompt and professional manner
• Provide comprehensive administrative support to include participant statements, contributions, distributions, reconciliations and other matters requiring additional research and analysis
• Ensure all plan activity is in compliance with plan documents and applicable regulations
• Perform other duties as required

Knowledge, Skills, and/or Abilities

• Detail oriented with demonstrated problem-solving skills
• Strong oral and written communication skills
• Ability to work in a team environment
• Ability to work in a fast-paced environment and possess a strong desire to learn and grow within the organization
• Proficiency in Excel, Word and Outlook

Education and/or Experience

• Bachelor’s degree in accounting, business or mathematics, or equivalent background and experience
• Prior experience in retirement and/or 401(k) plans is preferred, but not required

Certificates, Licenses, Registration

None required

What We Offer

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $54,000 – $75,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.