401(k) Client Success Specialist

55 Insperity Retirement Services, L.P.; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Insperity Retirement Services, L.P. is seeking a Retirement Services Specialist to oversee the full lifecycle of 401(k) plan client relationships, from onboarding to exit.

You will support a book of clients, ensure regular touch points, handle plan amendments, and partner with Plan Consultants on complex discussions. Travel up to 15% is required; a High School Diploma is required with a Bachelor's preferred, and professional designations are a plus.

Qualifications

• High School Diploma or equivalent is required.
• Bachelor’s Degree is preferred.
• One to two years of retirement benefits and/or 401(k) experience or in a professional environment is preferred.
• Professional designations (e.g., CPC, QPA, QKA, CEBS, CPA, APA) are preferred.

Responsibilities

• Develops and maintains relationships with Insperity 401(k) Plan clients through full life cycle of customer from plan initiation to exit.
• Supports a book of clients, ensuring touch calls are made to build long-term relationships and maintains a high level of client satisfaction.
• Handles general client issues and client-specific projects such as plan amendments.
• Notifies clients of required nondiscrimination testing and partners with Plan Consultant for more complex client discussions as needed.
• Answers client inquiries on their current plan provisions and potential amendments to their plan.
• Assists with client issues and acts as liaison between other areas of Retirement Services and the company to resolve operational plan inquiries.
• Monitors client termination notices with 401(k) Plan and forwards to their assigned Plan Consultant.
• Assigns new 401(k) clients to Plan Consultants.
• Responds to general client questions with regards to their ownership structure, potential mergers, acquisitions, and other business transactions/changes.
• Participates in Plan Consulting team projects as assigned and/or client data analysis.
• Escalates complex client issues as needed.
• Manages team mailbox and assists with handling questions and assigns more complex issues to Plan Consultant for further assistance.
• Runs and provides client reports as needed.
• Documents client activities in Insperity’s CRM system.
• Assists with handling mass mailing and/or Eloqua emails notifying clients of updates or testing results include creating CRM activities/task for Plan Consultant.
• Answers incoming calls/emails from clients requesting information on their Insperity 401(k) Plan, including general questions about nondiscrimination testing, Form 5500, invoices, and IRS regulations.

Skills

401(k) experience

Retirement benefits

Relationship management

Education

High School Diploma or equivalent

Bachelor's Degree

Tools

CRM system

Eloqua

Job description

Insperity Retirement Services, L.P. is seeking a Retirement Services Specialist to oversee the full lifecycle of 401(k) plan client relationships, from onboarding to exit.

You will support a book of clients, ensure regular touch points, handle plan amendments, and partner with Plan Consultants on complex discussions. Travel up to 15% is required; a High School Diploma is required with a Bachelor's preferred, and professional designations are a plus.