RemoteLeaf Logo
Log in Sign up

Retirement Plan Specialist

2 months ago
United States
Full-time
Mid Level
Customer Success
Customer and Technical Support
Salesforce
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 21

Description

  • Prepare Fiduciary Investment Reviews (FIRs), Fiduciary Plan Design Reviews, and Provider Reviews for meetings and delivery.
  • Support Wealth Advisors with plan design and proposal preparation.
  • Facilitate plan changes, including plan design updates and fund changes.
  • Help onboard new clients in collaboration with the sales team.
  • Support client transitions by coordinating with advisors to ensure a seamless process.
  • Answer plan-related inquiries from plan administrators, sponsors, and participants.
  • Maintain strong client satisfaction and retention among plan sponsors and administrators.
  • Communicate with recordkeepers, third-party administrators (TPAs), and custodians to support plan needs.

Requirements

  • Bachelor’s degree or equivalent, preferably in Business, Economics, Accounting, or Finance.
  • Minimum 3 years of financial industry-related experience.
  • Experience interacting with individuals at all income levels in a professional and confidential manner.
  • Notary designation is a plus.
  • Self-motivated, well-organized, and able to work independently and in a team environment.
  • Excellent verbal, written, analytical, and organizational skills.
  • Ability to multitask and manage multiple projects at once.
  • Ability to simplify complex issues and communicate clearly and concisely to advisors and clients.
  • High attention to detail and ability to see tasks through from concept to implementation.
  • Proficiency with RPAG, Salesforce, and MS Office Suite.

Benefits

  • Base pay range of $31 to $36 USD per hour.
  • Eligible to earn incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Comprehensive medical, dental, and vision coverage, including HSA options with company contributions.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave of 8 weeks, plus adoption assistance and family medical leave.
  • 401(k) retirement plan with Traditional and Roth options, company match, and after-tax contribution option.
  • Employee assistance program, concierge services, pet insurance, and preferred pricing on personalized financial planning services.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Carewell

Care Concierge, US Remote

Carewell 51-250 Health Care Providers & Services

Carewell is hiring a Remote Care Concierge to support older adults with serious chronic conditions through remote care navigation, coordination, education, and advocacy.

United States Full-time Junior Customer Success
15 hours ago
Zendesk

Cloud Architect - Productivity (Google Workspace/O365)

Zendesk 5K-10K Professional Services

DoiT is hiring a remote Cloud Architect - Productivity to support global customers with Google Workspace and Microsoft 365 administration, migrations, and collaboration operations.

United States Full-time Senior Customer Success Technical Support Engineer
AWS Azure GCP Generative AI Kubernetes PowerShell
1 day, 13 hours ago
Engine.com

Director, Partner Success

Engine.com 1-10 Machinery

Engine is seeking a Director of Partner Success to lead its channel and Omni partner organizations, overseeing strategic enterprise integrations and driving partner-led growth for its travel and spend platform.

United States Full-time Lead Customer Success Partnerships Manager
$144k-$195k
Microservices
1 day, 14 hours ago
Assist World

Customer Success & Logistics Coordinator (High-Ticket Client Experience)

Assist World IT Services

A premium lifestyle brand is seeking a Customer Success & Logistics Coordinator to manage customer relationships, order coordination, and delivery support from first enquiry through final delivery.

South Africa Full-time Mid Level Customer Success
$12k-$14k
1 day, 14 hours ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers