Retirement Plan Services Specialist (Hybrid)

Revolution Technologies; Southfield (MI); Hybrid; USD 26,139 - 37,229; Full time

Benefits offered by this job

Laptop provided

Flexible work schedule

Potential for full-time conversion

Job summary

A financial services company located in Southfield, MI seeks a Retirement Plan Services Associate to support the department by processing forms and performing basic transactions. Candidates should have at least 2 years of experience in financial services or be a recent finance graduate. Skills in CRM software, data entry, and clear communication are essential. The role offers a hybrid work model after training and requires reliable attendance during the busy season.

Qualifications

• At least 2 years of recent experience within financial services or a recent graduate in finance.
• Experience using a CRM for transaction processing is preferred.
• Strong attention to detail and high data entry accuracy required.

Responsibilities

• Support Retirement Plan Services department and process forms.
• Handle client inquiries and transactions accurately.
• Diagnose issues and provide compliant solutions.
• Stay updated on retirement plan regulations.
• Audit account activity for compliance.

Skills

Experience in financial services, especially retirement planning

CRM software experience

Call center experience

Strong data entry skills

Clear written and verbal communication skills

Proficient in Microsoft Office Suite

Quick learner

Proven reliability

Education

Bachelor's degree in finance or related field

Job description

A financial services company located in Southfield, MI seeks a Retirement Plan Services Associate to support the department by processing forms and performing basic transactions. Candidates should have at least 2 years of experience in financial services or be a recent finance graduate. Skills in CRM software, data entry, and clear communication are essential. The role offers a hybrid work model after training and requires reliable attendance during the busy season.