Retirement Plan Client Service Specialist

Rapidly growing boutique investment advisory firm in East Greenwich, RI seeking topnotch talent in our 401 (k) and Private Wealth department. The ideal candidate brings at least 3 years’ comparable experience in a mid-sized RIA &/or broker dealer branch office or trust company. We are looking for someone with a vibrant personality who will delight clients and also make a positive contribution to our corporate culture.

OFFICE EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY IS MANDATORY FOR CONSIDERATION. Not an entry level position.

Job duties:

⦁ Direct liaison to The Director of Retirement Plan Services
⦁ Responsible for scheduling 401 (k) client and Committee meetings
⦁ Operationally responsible for most aspects of the firm’s 401 (k) Division
⦁ Effectively collaborate with other team members and departments
⦁ Accurately process complex paperwork
⦁ Quarterback the new client onboarding process
⦁ Ongoing client service support and account maintenance
⦁ Assist in maintaining compliance database repository
⦁ Diligently follow up with internal business partners & clients
⦁ Prepare client correspondence and mailings
⦁ Various administrative and clerical tasks & special projects

Qualifications:

⦁ Outstanding computer skills – especially Microsoft Outlook, Word, and Excel; database experience; and familiarity with Adobe Acrobat
⦁ Experience in the Qualified Retirement Plan Industry
⦁ Understand Employee Retirement Income Security Act ( ERISA) rules and Internal Revenue Service ( IRS) plan documents.
⦁ Experience using Black Diamond portfolio accounting software (preferred, or similar)
⦁ Experience using eMoney preferred
⦁ Ability to prioritize and successfully manage multiple simultaneous tasks
⦁ Excellent organizational, communication, and phone skills
⦁ Consistently produce accurate and high-quality deliverables
⦁ Self-motivated to learn and improve. Resourceful and detail-oriented
⦁ Demonstrated ability to work with a variety of personalities
⦁ Ability to work independently with minimal supervision
⦁ Must be able to keep up with a fast-paced office
⦁ Multi-lingual in Spanish or Portuguese is a plus!

Technology platform:

⦁ Microsoft Office 365
⦁ eMoney
⦁ ebix SmartOffice
⦁ Black Diamond
⦁ DST Vision
⦁ Schwab Institutional
⦁ Fidelity Wealthscape
⦁ Laserfiche
⦁ LaserApp

Fulltime position with a competitive benefits package. Compensation commensurate with experience.