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Bilingual Retirement Plan Service Representative Jobs

KerberRose S.C.

Retirement Plan Service Consultant

WI · On-site

KerberRose Wealth Management is seeking a detail-oriented Retirement Plan Service Consultant to support our retirement plan team. This role focuses on onboarding new retirement plans, coordinating ...

Mutual of America

Retirement Plan Specialist

Dallas, TX · On-site

$65K - $85K/yr

Today, we provide these services also to for-profit companies, as well as to governmental entities ... The Retirement Plan Specialist will represent Mutual of America Financial Group in a sales and ...

SaveDay Inc

Retirement Plan Specialist

Sunnyvale, CA · On-site

This is a great opportunity for a right candidate who wants to be in the financial services ... Perform research as needed to respond to retirement plan questions * Prepare materials and ...

GOEBEL FIXTURE COMPANY

Retirement Plan Consultant

Lisle, IL · On-site

$80K - $100K/yr

Industry Financial Services, Insurance Brokerage, Retirement Services * Employee Type Full Time ... Position Summary We are seeking a highly motivated and experienced Retirement Plan Sales Consultant ...

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How much do bilingual retirement plan service representative jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for bilingual retirement plan service representative in the United States is $17.44, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $18.75 per hour, depending on experience, location, and employer.

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For Bilingual Retirement Plan Service Representative jobs, the most frequently searched job titles are:

Infographic showing various Bilingual Retirement Plan Service Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $36,285 per year, or $17.4 per hour.

Retirement Plan Service Consultant

WI • On-site

KerberRose S.C.
Accounting Services • 201 - 500 employees
Learn more about KerberRose S.C.external

Full-time

Medical, Dental, Vision, Retirement

Re-posted 13 days ago

Job description

KerberRose is a trusted advisor for accounting and wealth management services throughout Wisconsin. We remain committed to excellent service and meaningful client relationships. Our people-first philosophy values relationships with our team, clients, and communities.
KerberRose Wealth Management is seeking a detail-oriented Retirement Plan Service Consultant to support our retirement plan team. This role focuses on onboarding new retirement plans, coordinating ongoing services, and supporting advisors and clients through a high-touch service model. The ideal candidate is organized, collaborative, and experienced in retirement plan operations.
Responsibilities
• Lead and coordinate onboarding of new retirement plans
• Serve as liaison between plan sponsors, recordkeepers, TPAs, and advisors
• Coordinate ongoing service schedules with the 401(k) advisor
• Prepare for and follow up on client meetings
• Manage service workflows and track deliverables
• Support advisors with plan administration and client communication
• Troubleshoot client issues and coordinate resolutions
• Maintain accurate CRM records and documentation
• Identify process improvements to enhance service delivery
• Collaborate with internal teams to ensure consistent service
Requirements
• 5-10 years of experience in retirement plan services or administration
• Strong understanding of 401(k), 403(b), and retirement plans
• Experience working with recordkeepers, TPAs, and plan sponsors
• Strong organizational and project management skills
• Excellent communication skills
• Proficiency in Microsoft Office and CRM systems
• Professional designations (AIF®, CRPS®, QKA) preferred
Culture and Core Values
KerberRose offers a supportive and professional environment with a focus on growth and development. Our core values include Honesty, Integrity, Respect, Balanced Life, and Community Orientation.
Wellness at KerberRose
We offer a comprehensive benefits package including health, dental, vision, 401(k), and professional development opportunities.

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