Retirement Plan Services Representative (PA)
About The Position
As a Retirement Plan Services Representative, you’ll be our voice and our clients’ advocate, as you help to build hundreds of financial futures. In this role, you will provide high quality service across Institutional Participant Services by supporting external employers 401(k) plan participants with their dynamic and complex needs – one may need help with a form, the next has never even heard of a mutual fund. You will be assisting with account and plan information, regulatory or tax-related issues, financial and clerical transactions via inbound phone calls and written communication. This role will allow you to build your financial acumen and communications skills into a successful career.
Requirements
- Ability to complete the SIE (Securities Industry Essentials) exam and obtain the Series 6 & 63 FINRA licenses within department guidelines.
- Strong interpersonal and client relationship management (CRM) skills to engage with our clients and our “crew”.
- Customer-facing and/or in-bound phone experience.
- A learner’s mentality and an appetite for financial acumen.
Nice To Haves
- Undergraduate degree or equivalent experience, preferred.
Responsibilities
- Provide high quality service across Institutional Participant Services by supporting external employers 401(k) plan participants with their dynamic and complex needs.
- Assist with account and plan information, regulatory or tax-related issues, financial and clerical transactions via inbound phone calls and written communication.
Benefits
- Premier training and development programs to equip you with the tools to take the SIE and FINRA Series 6 and 63
- A $1,500 taxable annual FlexFund stipend that allows you to select from a wide variety of well-being and lifestyle expenses
- An annual bonus (known internally as partnership) based on company performance
- 18 PTO days and 10 federal holidays, with the unique ability to purchase an additional week of PTO
- Industry-leading retirement savings – up to 4% matched contributions, and 10% employer contribution without condition
- Best-in-class medical, dental, and vision coverage
- On-site health perks: CrewCare: our own onsite health-clinic for you and your loved ones
- ShipShape: onsite fitness center
- LYRA: a program to provide care for your emotional and mental health – how, when, and where you need it, at no cost to you.
- Education benefits including tuition reimbursement designed to support you in furthering your education
- Strong parental leave, including adoption and surrogacy, benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
5,001-10,000 employees
