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Client Service Representative – Retirement Plans

Job Title

Client Service Representative – Retirement Plans

Job ID



Akron OH US

Client Service Representative – Retirement Plans

Prosperity Advisors, LLC, ( founded in 1989, is a financial advisory firm located in Overland Park, KS, with locations in Akron and Toledo, Ohio and Carmel, IN. We provide financial planning and asset management services to individuals, small businesses, retirement plans, and nonprofits. We have experienced consistent growth, which we attribute to exceptional people providing exceptional client service.

The Employee Client Service Representative – Retirement Plans is responsible for providing administrative support to ensure the delivery of outstanding client service to both existing and new clients. This position will be located in Akron, Ohio.


  • Schedule Meetings with Employers, Employees and Third Party Administrators (TPA’s).
  • Prepare meeting materials specific to each Recordkeeper.
  • Prepare paperwork to onboard Employer Retirement Plans.
  • Monitor fund line ups for each plan to recommend replacements.
  • Assure all documents for each Employer Retirement Plan is on file and up to date.
  • Assist participants with tasks associated with plan rollovers, perform follow up and notification of receipt of funds into the plan.
  • Consistently and thoroughly follow up to confirm all processing requests are completed accurately and timely.
  • Assist with processing 401(k) enrollment, distribution, and loan documentation, for all Recordkeepers.
  • Utilize Redtail CRM to thoroughly document all client conversations, information, and workflows.
  • Takes lead to responding to all phone calls and email inquiries from participants and Employers.
  • Provide support to Advisors as requested and serves as a mentor to Operations Associates.
  • Other duties as assigned.


  • Keen attention to detail
  • Ability to learn and adapt to technology used within the business
  • Ability to adapt to different situations and willingness to change course when necessary
  • Ability to manage competing demands
  • Strict adherence to policies and procedures, yet able to recognize the need to consider alternate courses of action in certain situations
  • Solid internet research capabilities and strong personal computer skills with a proficiency of Microsoft Office Suite
  • Experience with Redtail CRM (Preferred)
  • Desire to be FINRA licensed or willing to earn within 12 months of employment

We value our employees’ time and efforts. Our commitment to your success is enhanced by providing a competitive compensation and an extensive benefits package including:

  • Group Health Insurance
  • Long-Term and Short-Term Disability Insurance
  • 401(k) with Employer Matching
  • Dental/Vision Insurance
  • Tuition Reimbursement
  • Parental Leave
  • PTO that includes PTO for Volunteer Work
  • Dependent Care for Flexible Spending Account

Plus, we work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Our client is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.