Remote 401(k) Plan Design & Client Support Specialist

Leadingretirement; United States; On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Choice between 4 medical plans

Dental, Vision and Accident Insurance

2 + Weeks of Paid Time off (PTO)

Employer sponsored 401(k) Plan + Employer matching contributions

Performance bonuses

Financial support for ongoing education

Great, casual working environment

100% Employer Paid Work from Home Setup

Flexible Scheduling

Job summary

Leading Retirement Solutions is seeking a 401(k) Client Service Representative to consult with plan sponsors, assist with optimal retirement plan designs, and maintain client accounts. This remote position requires 3+ years of retirement industry experience, superb communication skills, and a commitment to service. Candidates should be proficient with Excel and possess a detail-oriented mindset. The role offers a salary between $70,000 and $85,000, alongside flexible scheduling and benefits such as medical plans, paid time off, and employer-sponsored 401(k) plans.

Qualifications

• 3+ years retirement industry experience.
• DC plan administration training and experience.
• Excellent attention to detail and accuracy.

Responsibilities

• Consult with plan sponsors for retirement plan design.
• Provide plan design recommendations and support.
• Oversee plans and consult on operational matters.

Skills

Superb communication skills

Customer service commitment

Attention to detail

Proficiency in Excel

Education

Bachelor’s degree preferred

Tools

Excel

Word

Outlook

Adobe Acrobat

Job description

Leading Retirement Solutions is seeking a 401(k) Client Service Representative to consult with plan sponsors, assist with optimal retirement plan designs, and maintain client accounts. This remote position requires 3+ years of retirement industry experience, superb communication skills, and a commitment to service. Candidates should be proficient with Excel and possess a detail-oriented mindset. The role offers a salary between $70,000 and $85,000, alongside flexible scheduling and benefits such as medical plans, paid time off, and employer-sponsored 401(k) plans.