Qualified Retirement Plans Client Services Consultant

Job Description

Job Description

Discover Your Next Chapter in Retirement Plan Service

Picture your morning in our Camp Hill office: you review a client’s quarterly investment report, refine the agenda for an upcoming committee meeting, and jump on a quick call with a recordkeeper to resolve a plan-level question. By afternoon, you’re guiding a participant through a distribution request, syncing with our Financial Advisors on a smooth new-plan onboarding, and closing the loop with a TPA and custodian so every detail lands exactly where it should.

That’s a day in the life of our Qualified Retirement Plans Client Services Consultant—working shoulder-to-shoulder with our Financial Advisors and Operations team to support plan sponsors, participants, and the vendors who keep qualified plans running.

What You’ll Tackle

• Build and prepare quarterly plan sponsor meeting materials—investment reviews, agendas, reports, and supporting documentation.
• Serve as a daily point of contact to plan sponsors and vendors (recordkeepers, TPAs, legal counsel, accountants, actuaries), answering questions and driving issues to resolution.
• Clarify administrative processes and recordkeeping matters while translating retirement plan regulations into plain language for stakeholders.
• Support participants with transactions, plan design questions, and recordkeeper navigation.
• Partner with Financial Advisors to ensure flawless onboarding for new clients.
• Join client calls or meetings to bolster plan administration, plan design discussions, and plan wellness initiatives.

Client Experience and Retention

• Respond promptly to inquiries from plan administrators/sponsors and participants.
• Champion satisfaction and long-term retention across plan sponsors/administrators and our wealth management clientele.
• Coordinate daily with recordkeepers, third-party administrators, and custodians to keep everything aligned.

What You Bring

• Bachelor’s degree (or equivalent experience) preferred in Business, Economics, Mathematics, Accounting, or Finance.
• At least 3 years of hands-on retirement plan experience.

Skills That Set You Apart

• Self-driven, highly organized executor who thrives both independently and in a team, taking details from concept to completion.
• Outstanding verbal and written communication, strong analytical and organizational capabilities.
• Talent for simplifying complex retirement concepts for advisors and clients.
• Meticulous attention to detail and follow-through.
• Proficiency with Microsoft Office (Word, Excel, Outlook) and comfort adopting new technology.
• CRM experience and strong general computer literacy.
• High standards for work quality and output; strong reading, writing, and basic math skills.
• Trusted steward of confidential information.

Benefits and Work Setup

• Group Health Insurance, Dental, and Vision
• Matching 401(k)
• Paid time off

Work location: In person at our friendly, collaborative Camp Hill office. We offer competitive pay and benefits; flexible scheduling and partial remote work opportunities may be available.

Compliance

● Must pass successful background check upon hiring