Insperity
Employer Retirement Plan Client Service Representative
Insperity, Akron, Ohio, United States, 44329
Description & Requirements
Employer Retirement Plan Client Service Representative
Prosperity Advisors LLC
is looking for a detail-oriented and service-driven
Employer Retirement Plan Client Service Representative
to join our growing team in
Akron, OH . Since 1989, we've built a reputation for excellence by pairing experienced professionals with a commitment to helping individuals, businesses, and nonprofits achieve financial success.
In this role, you will provide administrative support to ensure outstanding service delivery to both existing and new clients. If you thrive in a collaborative environment and take pride in supporting client relationships, we invite you to be part of a firm where people are the key to our continued prosperity.
B
est-in-Class
Benefits
and Culture
:
We value our employees' time and efforts. Our commitment to your success is enhanced by providing competitive compensation, depending on experience, and an extensive benefits package, including: Group Health Insurance Long-Term and Short-Term Disability Insurance 401k with Employer Matching Dental/Vision Insurance Tuition Reimbursement Parental Leave PTO that includes PTO for Volunteer Work Dependent Care for Flexible Spending Account Flextime Policy Plus, we work to maintain the best environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where everyone feels encouraged to contribute to our processes, decisions, planning, and culture.
To succeed, you should have:
Bachelor's degree or equivalent professional experience in a related field.
Solid interpersonal and problem-solving skills with a focus on customer service and effective communication. Proficiency in Microsoft Office Suite and ability to quickly learn and adapt to new technologies and CRM systems; Redtail CRM experience a plus. Exceptional attention to detail with the ability to manage multiple tasks and adapt to changing priorities. Desire to obtain or already hold FINRA licenses (Series 7 and 66 or Series 6, 63, and 65) Your responsibilities as the Employer Retirement Plan Client Service Representative:
Coordinate and schedule meetings with business owners, employees, and vendors, and prepare corresponding meeting materials. Support retirement plan onboarding by preparing enrollment paperwork and assisting with rollovers, distributions, and loan documentation. Monitor and maintain employer plan data, including fund menus and plan documents, ensuring accuracy and timely updates. Respond to client inquiries via phone and email, providing exceptional service to employees, participants, and trustees.
Maintain accurate records in Redtail CRM, documenting client interactions and supporting workflows for plan processing and advisor requests.
Ready to Empower Retirement Dreams? Join Prosperity Advisors and become a key player in delivering exceptional service and innovative solutions to businesses and their employees-your next career move starts here! Apply now to make a meaningful impact in a dynamic, growth-focused firm.
We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Employer Retirement Plan Client Service Representative
Prosperity Advisors LLC
is looking for a detail-oriented and service-driven
Employer Retirement Plan Client Service Representative
to join our growing team in
Akron, OH . Since 1989, we've built a reputation for excellence by pairing experienced professionals with a commitment to helping individuals, businesses, and nonprofits achieve financial success.
In this role, you will provide administrative support to ensure outstanding service delivery to both existing and new clients. If you thrive in a collaborative environment and take pride in supporting client relationships, we invite you to be part of a firm where people are the key to our continued prosperity.
B
est-in-Class
Benefits
and Culture
:
We value our employees' time and efforts. Our commitment to your success is enhanced by providing competitive compensation, depending on experience, and an extensive benefits package, including: Group Health Insurance Long-Term and Short-Term Disability Insurance 401k with Employer Matching Dental/Vision Insurance Tuition Reimbursement Parental Leave PTO that includes PTO for Volunteer Work Dependent Care for Flexible Spending Account Flextime Policy Plus, we work to maintain the best environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where everyone feels encouraged to contribute to our processes, decisions, planning, and culture.
To succeed, you should have:
Bachelor's degree or equivalent professional experience in a related field.
Solid interpersonal and problem-solving skills with a focus on customer service and effective communication. Proficiency in Microsoft Office Suite and ability to quickly learn and adapt to new technologies and CRM systems; Redtail CRM experience a plus. Exceptional attention to detail with the ability to manage multiple tasks and adapt to changing priorities. Desire to obtain or already hold FINRA licenses (Series 7 and 66 or Series 6, 63, and 65) Your responsibilities as the Employer Retirement Plan Client Service Representative:
Coordinate and schedule meetings with business owners, employees, and vendors, and prepare corresponding meeting materials. Support retirement plan onboarding by preparing enrollment paperwork and assisting with rollovers, distributions, and loan documentation. Monitor and maintain employer plan data, including fund menus and plan documents, ensuring accuracy and timely updates. Respond to client inquiries via phone and email, providing exceptional service to employees, participants, and trustees.
Maintain accurate records in Redtail CRM, documenting client interactions and supporting workflows for plan processing and advisor requests.
Ready to Empower Retirement Dreams? Join Prosperity Advisors and become a key player in delivering exceptional service and innovative solutions to businesses and their employees-your next career move starts here! Apply now to make a meaningful impact in a dynamic, growth-focused firm.
We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.