Hybrid Retirement Plan Specialist – Client Support & Compliance

TEKsystems; Southfield (MI); Hybrid; USD 28,000 - 36,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Disability insurance

HSA

Transportation benefits

Employee Assistance Program

PTO/Time Off

Job summary

TEKsystems is seeking a Retirement Plan Services Associate in Southfield, MI with hybrid work options after training. The role focuses on customer inquiries, retirement plan transactions, and regulatory compliance, with a Monday–Friday schedule and a pay rate of $23/hour.

Ideal candidates will have 2+ years in financial services, CRM experience, and strong MS Office skills. The position is contract-to-hire and based out of Southfield, MI, with benefits depending on eligibility.

Qualifications

• Data Entry Assessment Required.
• 2+ years of RECENT experience within financial services—ideally retirement planning industry.
• Experience with a CRM, preferred.
• Call center experience/phone experience, preferred + strong professional demeanor (verbal/written).
• MS Office Suite.
• Minimum HS diploma, BS preferred.

Responsibilities

• Answers and responds to email inquiries regarding issues.
• Processes forms and performs basic transactions, such as handling rollovers, internal transfers, and death certificates.
• Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements.
• Interprets rules and regulations by applying retirement plan knowledge.
• Conducts audits of account activity to ensure transactions meet regulatory compliance.
• Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution.
• Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training.
• Communicates, researches and resolves issues with other internal departments.
• Reviews daily reports of individual productivity to evaluate personal performance.

Skills

Data entry

Call center experience

Education

High School Diploma

Bachelor's degree preferred

Tools

CRM software

MS Office

Job description

TEKsystems is seeking a Retirement Plan Services Associate in Southfield, MI with hybrid work options after training. The role focuses on customer inquiries, retirement plan transactions, and regulatory compliance, with a Monday–Friday schedule and a pay rate of $23/hour.

Ideal candidates will have 2+ years in financial services, CRM experience, and strong MS Office skills. The position is contract-to-hire and based out of Southfield, MI, with benefits depending on eligibility.