Retirement Plan Specialist - Client & Sponsor Support

SaveDay Inc; Sunnyvale (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

SaveDay Inc in Sunnyvale, California is looking for a Retirement Plan Specialist. This position involves administrative and customer service functions to support 401k plan participants and clients.

The ideal candidate will have strong organizational skills, proficiency in Excel and PowerPoint, and a solid customer service mindset. This role offers an excellent opportunity for growth within the financial services industry.

Qualifications

• 1+ years of experience working with 401k retirement plans preferred.
• Strong customer service skills are essential.
• Ability to work well with numbers and perform analysis.

Responsibilities

• Respond to Plan Sponsors in a professional and timely manner.
• Address participant questions via email and phone.
• Conduct research to resolve retirement plan inquiries.
• Prepare client meeting materials and presentations.

Skills

Customer service mindset

Excel

PowerPoint

Analytical skills

Job description

SaveDay Inc in Sunnyvale, California is looking for a Retirement Plan Specialist. This position involves administrative and customer service functions to support 401k plan participants and clients.

The ideal candidate will have strong organizational skills, proficiency in Excel and PowerPoint, and a solid customer service mindset. This role offers an excellent opportunity for growth within the financial services industry.