Available Positions:

Retirement Plan Client Service Representative
We are currently seeking an energetic, motivated, detail-oriented Retirement Plan Client Service Representative to join our team. The successful candidate will possess a core knowledge set in institutional defined benefit and defined contribution plans and a strong background working with Retirement Plan providers is required. The position will include conducting provider searches, fund searches, plan enrollments, participant education, responding to Requests for Proposals (RFPs), and creating/delivering group presentations.

Candidates with a minimum of 3 – 5 years working in this environment may be considered. A bachelor’s degree and/or FINRA Series 6 or 7 is preferred.

In addition to the requisite education and experience, we seek a candidate with exceptional written, verbal and math skills, a strong attention to detail, superior time-management abilities who possesses a proficiency in Word, Excel, PowerPoint and Outlook.

Education and/or Work Experience

• 3 - 5 years of Retirement Plan services
• Bachelor’s degree and/or FINRA Series 6 or 7 preferred

Specialized Skills

• Advanced knowledge of ERISA, 401(k) and other retirement plan rules
• High level of Excel, Word, and PowerPoint training

Other Qualifications

• Focused on detail, accuracy and organization
• Superior written, verbal and math skills
• Must be able to explain complicated topics to all levels of clients, participants, plan sponsors and advisors

Respond to Penny Diedrick (penny.diedrick@captrustadv.com)