Retirement Plan Client Services Consultant

Usi, Inc.; United States; Remote; USD 45,000 - 55,000; Full time

Job summary

USI Consulting Group (USICG) is seeking an EPS Staff Consultant to develop expertise in managing and retaining retirement plan clients, delivering exceptional service, and coordinating with internal teams and external partners to provide recordkeeping and consulting services for basic retirement plans. You will support with data gathering, reporting, and project tracking across core and non-core services.

You will work with senior staff to learn IRS forms, audits, and testing processes, while

Qualifications

• Bachelor’s or Associates Degree in Mathematics, Business, Finance or Accounting preferred or equivalent experience
• Strong computer skills—solid knowledge of Windows environment, including Word & Excel
• Excellent mathematical aptitude. Detailed and organized. Able to multi-task a must
• Ability to meet all client deliverables requiring extended working hours during peak work periods
• Excellent communication, accounting and interpersonal skills
• Two or more years related business experience preferred; ASPPA RPF certificate completion preferred or willing to obtain
• Relius Administration experience a plus

Responsibilities

• reconcile asset balances (trust and participant accounts) and resolve discrepancies
• process transactions, including distribution and loan requests, forfeitures, etc.
• retrieve and provide reports from partner portals to provide assistance to more senior members of the team
• maintain accurate and timely recording of work tracking logs
• gather and reconcile required data
• manage deadlines for assigned tasks and complete assigned portions of checklists
• communicate with clients/auditors/internal partners as necessary to respond to questions or requests for information
• identify which projects are core services vs non-core and ensure proper client invoicing

Skills

Customer service

Client relations

Attention to detail

Multi-tasking

Excellent communication

Problem solving

Education

Bachelor’s or Associate degree

ASPPA RPF certificate

Tools

Microsoft Word

Microsoft Excel

Windows OS

Job description

USI Consulting Group (USICG) is seeking an EPS Staff Consultant to develop expertise in managing and retaining retirement plan clients, delivering exceptional service, and coordinating with internal teams and external partners to provide recordkeeping and consulting services for basic retirement plans. You will support with data gathering, reporting, and project tracking across core and non-core services.

You will work with senior staff to learn IRS forms, audits, and testing processes, while