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Qualified Retirement Plans Client Services Consultant

Manufacturers' Association

Camp Hill, PA(remote)

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JOB DETAILS
SKILLS
Accounting, Actuarial Skills, Analysis Skills, Computer Skills, Consulting, Customer Experience, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Support/Service, Dental Insurance, Detail Oriented, Documentation, Economics, Finance, Financial Operations, Follow Through, Health Insurance, Investment Reporting, Legal, Mathematics, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Onboarding, Operational Support, Organizational Skills, Plan Meetings, Presentation/Verbal Skills, Problem Solving Skills, Regulations, Retirement Plan, Vendor/Supplier Planning, Wealth Management, Writing Skills
LOCATION
Camp Hill, PA
POSTED
7 days ago

Discover Your Next Chapter in Retirement Plan Service

Picture your morning in our Camp Hill office: you review a client’s quarterly investment report, refine the agenda for an upcoming committee meeting, and jump on a quick call with a recordkeeper to resolve a plan-level question. By afternoon, you’re guiding a participant through a distribution request, syncing with our Financial Advisors on a smooth new-plan onboarding, and closing the loop with a TPA and custodian so every detail lands exactly where it should.

That’s a day in the life of our Qualified Retirement Plans Client Services Consultant—working shoulder-to-shoulder with our Financial Advisors and Operations team to support plan sponsors, participants, and the vendors who keep qualified plans running.

What You’ll Tackle

  • Build and prepare quarterly plan sponsor meeting materials—investment reviews, agendas, reports, and supporting documentation.
  • Serve as a daily point of contact to plan sponsors and vendors (recordkeepers, TPAs, legal counsel, accountants, actuaries), answering questions and driving issues to resolution.
  • Clarify administrative processes and recordkeeping matters while translating retirement plan regulations into plain language for stakeholders.
  • Support participants with transactions, plan design questions, and recordkeeper navigation.
  • Partner with Financial Advisors to ensure flawless onboarding for new clients.
  • Join client calls or meetings to bolster plan administration, plan design discussions, and plan wellness initiatives.

Client Experience and Retention

  • Respond promptly to inquiries from plan administrators/sponsors and participants.
  • Champion satisfaction and long-term retention across plan sponsors/administrators and our wealth management clientele.
  • Coordinate daily with recordkeepers, third-party administrators, and custodians to keep everything aligned.

What You Bring

  • Bachelor’s degree (or equivalent experience) preferred in Business, Economics, Mathematics, Accounting, or Finance.
  • At least 3 years of hands-on retirement plan experience.

Skills That Set You Apart

  • Self-driven, highly organized executor who thrives both independently and in a team, taking details from concept to completion.
  • Outstanding verbal and written communication, strong analytical and organizational capabilities.
  • Talent for simplifying complex retirement concepts for advisors and clients.
  • Meticulous attention to detail and follow-through.
  • Proficiency with Microsoft Office (Word, Excel, Outlook) and comfort adopting new technology.
  • CRM experience and strong general computer literacy.
  • High standards for work quality and output; strong reading, writing, and basic math skills.
  • Trusted steward of confidential information.

Benefits and Work Setup

  • Group Health Insurance, Dental, and Vision
  • Matching 401(k)
  • Paid time off

Work location: In person at our friendly, collaborative Camp Hill office. We offer competitive pay and benefits; flexible scheduling and partial remote work opportunities may be available.

Compliance

Must pass successful background check upon hiring

About the Company

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Manufacturers' Association