Job ID: 17650

Location: Akron Ohio

Employer Retirement Plan Client Service Representative 

 

Are you ready to embark on a rewarding career in the dynamic world of financial services? We’re looking for passionate individuals to join our team as Employer Retirement Plan Client Service Representatives.

 

Prosperity Advisors LLC (www.prosperityadvisors.com), founded in 1989, is a financial advisory firm located in Overland Park, KS, with locations in Akron, Toledo, and Dayton OH, Carmel, IN, and Greensboro, NC. 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.

 

As the Employer Retirement Plan Client Service Representative in our Akron, OH office, you will provide administrative support to ensure outstanding service delivery to existing and new clients.

 

To succeed, you should have:

  • 4 Year College Degree or equivalent experience 
  • Strong customer service, communication, and problem-solving skills. 
  • 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. 
  • Adherence to policies and procedures, yet able to recognize the need to consider an alternate course of action in certain situations.
  • Solid internet research capabilities and strong personal computer skills with proficiency in Microsoft Office Suite.
  • Experience with Redtail CRM (preferred but not necessary).
  • Desire to have or earn FINRA Series 7 and 66 licenses or Series 6, 63, and 65 (or willing to earn within 12 months of employment). 

 

Your responsibilities as the Employer Retirement Plan Client Service Representative:

  • Schedule meetings with Business Owners, Employees, and assigned Vendors.
  • Prepare meeting packets and materials for assigned companies.
  • Prepare onboarding paperwork to help employees enroll in the company Retirement Plan.
  • Monitor mutual fund menus for each employer plan and make recommendations when necessary.
  • Ensure all Plan documents are updated and saved to our internal shared file storage site.
  • Assist 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 all clients’ enrollments, distributions, and loan documentation. 
  • Utilize the internal client record database (Redtail CRM) to document all client conversations, information, and workflows.
  • Take the lead in responding to all phone calls and email inquiries from Employees, Participants, and Trustees. 
  • Provide support to Employer Retirement Plan Advisors as requested and serve as a mentor to Operations Associates.

 

Benefits:

We value our employees’ time and efforts. Our commitment to your success is enhanced by providing competitive compensation 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.

 

We are an equal-opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate on the basis of 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.

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