Retirement Plan Service Consultant

KerberRose S.C. • Shawano, WI

5h

About The Position

KerberRose Wealth Management is seeking a detail-oriented Retirement Plan Service Consultant to support our retirement plan team. This role focuses on onboarding new retirement plans, coordinating ongoing services, and supporting advisors and clients through a high-touch service model. The ideal candidate is organized, collaborative, and experienced in retirement plan operations.

Requirements

• 5–10 years of experience in retirement plan services or administration
• Strong understanding of 401(k), 403(b), and retirement plans
• Experience working with recordkeepers, TPAs, and plan sponsors
• Strong organizational and project management skills
• Excellent communication skills
• Proficiency in Microsoft Office and CRM systems

Nice To Haves

• Professional designations (AIF®, CRPS®, QKA)

Responsibilities

• Lead and coordinate onboarding of new retirement plans
• Serve as liaison between plan sponsors, recordkeepers, TPAs, and advisors
• Coordinate ongoing service schedules with the 401(k) advisor
• Prepare for and follow up on client meetings
• Manage service workflows and track deliverables
• Support advisors with plan administration and client communication
• Troubleshoot client issues and coordinate resolutions
• Maintain accurate CRM records and documentation
• Identify process improvements to enhance service delivery
• Collaborate with internal teams to ensure consistent service

Benefits

• health
• dental
• vision
• 401(k)
• professional development opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed