Remote Client Liaison for Retirement Plans

MP RPO; Jacksonville (FL); On-site; USD 28,000 - 34,000; Full time

Job summary

MP RPO seeks a Client Liaison to join its Client Services team, supporting Relationship Managers in delivering exemplary service to retirement plan sponsors, financial advisors, TPAs, and business partners.

This role coordinates day-to-day client service activities, ensuring requests are addressed accurately, communications are timely, and issues are routed to the right experts. It emphasizes organization, client focus, and multitasking in a fast-paced retirement services environment.

Qualifications

• Bachelor's degree preferred or equivalent professional experience.
• 2+ years of client service, account coordination, retirement services, financial services, benefits, payroll, or related experience.
• Strong organizational and time management skills.
• Excellent verbal and written communication abilities.
• Ability to prioritize multiple assignments and meet deadlines.
• Strong attention to detail and commitment to quality.
• Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and Teams.
• Experience supporting retirement plans, employee benefits, financial services, payroll, banking, insurance, or related operations preferred.
• Experience working with CRM, workflow, recordkeeping, document management, or client service platforms preferred.
• Experience in a high-volume service environment preferred.
• Familiarity with retirement plan terminology and industry practices.

Responsibilities

• Support Relationship Managers in servicing an assigned block of retirement plan clients.
• Serve as a day-to-day contact for routine client inquiries and service requests.
• Coordinate communications between clients, advisors, TPAs, internal operations teams, and other business partners.
• Ensure client questions are responded to promptly and escalated appropriately when additional expertise is required.
• Build and maintain positive working relationships with plan sponsors, payroll contacts, financial advisors, and other stakeholders.
• Assist in preparing materials for client meetings, business reviews, and service discussions.
• Monitor and manage incoming service requests through phone, email, CRM, and workflow systems.
• Document client interactions and maintain detailed service records.
• Coordinate internal resources to facilitate resolution of operational and administrative issues.
• Maintain awareness of service‑level expectations and assist with meeting departmental performance standards.
• Support implementation of service improvements designed to enhance the client experience.
• Assist with retirement plan administrative processes and workflow activities.
• Support reporting requests, census updates, payroll file inquiries, website support questions, and routine plan maintenance activities.
• Assist with testing, communication, and implementation of operational changes affecting clients.
• Schedule and coordinate client meetings, advisor meetings, and service review calls.
• Assist in developing client‑facing communications and educational materials.
• Maintain accurate client records within CRM and servicing platforms.
• Ensure service activities, communications, and escalations are appropriately documented.
• Utilize internal systems, reporting tools, and workflow applications to manage assigned responsibilities.

Skills

Verbal communication

Written communication

Organization

Time management

Attention to detail

Education

Bachelor's degree

Tools

Microsoft Excel

CRM systems

Microsoft Teams

Job description

MP RPO seeks a Client Liaison to join its Client Services team, supporting Relationship Managers in delivering exemplary service to retirement plan sponsors, financial advisors, TPAs, and business partners.

This role coordinates day-to-day client service activities, ensuring requests are addressed accurately, communications are timely, and issues are routed to the right experts. It emphasizes organization, client focus, and multitasking in a fast-paced retirement services environment.