Career Opportunity! Looking for 401(k) Client Service Advisor
KerberRose is seeking a 401k Client Service Advisor to join our team. KerberRose is a rapidly growing CPA and Financial Services firm with 10 locations in Northeast WI. We offer competitive salary, excellent benefits including 401(k) profit sharing, paid time off, comprehensive insurance package and opportunities for professional growth.
Responsibilities:
Understand the 401k and other retirement plan business from initial plan implementation to annual servicing requirements.
Production and analysis of plan demographic and performance data.
Support retirement plan sponsors and related participants relative to questions and administrative issues.
Stay current on retirement plan regulations and insure client compliance with plan provisions and regulations.
Prepare and distribute federally-mandated retirement plan disclosures/notices.
Perform information analysis and exhibit preparation for quarterly/semi-annual client investment committee meetings.
Attend and take minutes for quarterly/semi-annual client investment committee meetings (some meetings occur before/after normal business hours).
Conduct client onsite participant enrollment and education meetings.
Conduct maintenance of ongoing relationships with quality retirement plan service provider and their products.
Provide plan participant assistance with rollover, distribution, loan, and other plan-related questions.
Assist with other prospect/client projects for both corporate and/or individual clients.
Qualifications:
Bachelor’s Degree in Finance or related field
3-5 years industry experience
Investment knowledge
Ability to build and manage client relationships
Excellent written and verbal communication skills
Self-starter and ability to multi-task and problem solve
Bilingual is a plus but not required