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Retirement Plan Client Service Executive

Expired Job

Cps, Inc. Charlotte , NC 28201

Posted 2 months ago

Position is responsible for supporting institutional retirement plan Financial Advisors and Plan Sponsors.
This role is an internal business partner to Financial Advisors and a liaison and relationship builder to Plan Sponsors.
Answer questions, give advice & solve problems regarding institutional 401(k), plans, investments, etc.
Plans include 401(k), Non-Qualified, Defined Benefit, etc.
Average clients range between $1M - $50M in assets.
MUST have a PASSION for client service!


3+ years experience in Retirement Services / Financial Services industry.
Strong understanding of retirement plans and ERISA guidelines.
Ideal candidate will have 401(k) relationship management, recordkeeping and/or plan valuation experience.
FINRA licensing (Series 6 or 7) or the ability to obtain within the 1st 120 days of employment.
Candidate should have strong Microsoft Office skills, especially PowerPoint & Excel.
MUST have strong client service experience! This is NON-NEGOTIABLE!


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Retirement Plan Client Service Executive

Expired Job

Cps, Inc.