Remote Retirement Plan Specialist: Client Services

PCS Retirement, LLC; Northern (KY); Hybrid; USD 65,000 - 85,000; Full time

Job summary

DWC, a retirement plan services firm, is seeking a Retirement Plan Specialist to serve as the primary contact for client needs and to drive service excellence. You will manage client communications, coordinate with RPC and internal teams, and lead plan document discussions to support retention and satisfaction.

This role emphasizes relationship-building, proactive problem-solving, and clear communication with clients and advisors, including leading virtual and in-person client meetings.

Qualifications

• 3–5 years of client relationship management experience in retirement preferred.
• Bachelor's degree preferred; professional credentials (QPA/QKA) helpful but not required.
• Knowledge of 401(k), 403(b), and/or 457 plans; able to coordinate client meetings.

Responsibilities

• Serve as single point of contact for client requests and inquiries.
• Cultivate relationships with clients and advisors to ensure long-term engagement.
• Gathers information and coordinates with internal teams for issue resolution.
• Prepare meeting materials, take notes, and follow up on action items.
• Provide updates and basic analytics to clients on a regular basis.

Skills

Client relationship management

Communication skills

Time management

Organizational skills

Problem solving

Technical proficiency

Read financial statements

Education

Bachelor's degree

QPA

QKA

Tools

Microsoft Office (Word, Excel, PowerPoint, Outlook)

Access (beneficial)

Job description

DWC, a retirement plan services firm, is seeking a Retirement Plan Specialist to serve as the primary contact for client needs and to drive service excellence. You will manage client communications, coordinate with RPC and internal teams, and lead plan document discussions to support retention and satisfaction.

This role emphasizes relationship-building, proactive problem-solving, and clear communication with clients and advisors, including leading virtual and in-person client meetings.