Retirement Services Advisor I

Frost Bank•Austin, TX

About The Position

The Retirement Services Advisor I builds and maintains customer relationships and is responsible for the overall quality and longevity of those relationships with the bank. The advisor serves retirement plan, IRA, and institutional custody clients, focusing on customer engagement and addressing client needs. The role also supports retirement plan sponsors and employees, administers assigned Individual Retirement Accounts, and assists with operational questions and departmental training. Work is guided by integrity, caring, and excellence.

Requirements

Bachelor’s degree, preferably in Finance or Economics, or equivalent experience.
Excellent written and verbal communication skills.
Proficiency in Microsoft applications.

Nice To Haves

Knowledge of Frost’s retirement products and services.

Responsibilities

Act as the advisor for retirement plan, IRA, and institutional custody clients, focusing on customer engagement.
Proactively schedule and participate in client meetings to ensure clients’ needs are consistently addressed.
Communicate and coordinate with retirement plan sponsors, support preparation of plan investment reviews, and assist with employee education meetings.
Administer assigned Individual Retirement Accounts; meet with clients and investment personnel to establish accounts and define investment objectives; monitor required minimum distributions; and validate 1099-R and 5498 reporting for accuracy.
Serve as a point of contact for operational questions and assist with departmental training initiatives.
Take action using integrity, caring, and excellence to achieve all-win outcomes.