Client Success Jobs in Hawaii (NOW HIRING)

About SI Group:

Based in Honolulu, Hawaii, SI Group (SIG) has specialized in custom retirement plan solutions for almost 40 years. With unrivaled expertise and a commitment to their local marketplace, SIG believes in making retirement work for plan sponsors and participants across Hawaii and the Pacific Coast. SI Group is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

SI Group, a Strongpoint Partner, is seeking client-service focused Retirement Plan Administrators of all levels. This role is responsible for supporting the administration of qualified retirement plans, including plan design, compliance testing, client service, and ongoing plan consulting.

Successful candidates will demonstrate strong analytical skills, attention to detail, and a commitment to delivering exceptional client service. Depending on experience level, Administrators may manage their own caseloads, perform complex compliance testing, provide strategic consulting to clients, mentor team members, and contribute to departmental initiatives.

Due to a variety of administration needs, SI Group welcomes applications from both experienced retirement plan professionals and entry-level candidates interested in building a career in retirement plan administration. Experience level will be considered when determining role level, responsibilities, and compensation.

PLEASE NOTE: Candidates local to Honolulu who can work an in-person or hybrid schedule are strongly preferred; however, remote candidates in the Mountain or Pacific time zones will also be considered.

Key Responsibilities:

• Perform or assist with all aspects of retirement plan administration, including plan design review, compliance testing, annual reporting, distributions, loans, and client service activities.
• Manage or support a caseload of retirement plans, with complexity and independence based on experience level.
• Serve as a primary or secondary point of contact for clients, advisors, and other business partners.
• Prepare, review, and communicate compliance testing results and required corrective actions.
• Research and resolve plan administration and compliance issues.
• Collaborate with team members to ensure timely and accurate completion of client deliverables.
• Participate in client meetings and consultations regarding plan operations, design, and compliance matters.
• Assist with process improvement initiatives and departmental projects.
• Utilize internal systems and technology to efficiently manage plan administration responsibilities.
• Attend team meetings, trainings, and professional development opportunities.
• Maintain a collaborative team approach by providing support where needed.
• Own stewardship of assigned client relationships and deliver exceptional service.
• Other duties as assigned.

Minimum Qualifications:

• Bachelor's degree in Business, Finance, Accounting, Economics, Mathematics, Human Resources, or a related field, or equivalent combination of education and experience.
• Strong analytical, organizational, and problem-solving skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Proficiency with Microsoft Office, particularly Excel.
• Strong attention to detail and commitment to accuracy.
• Demonstrated customer service orientation and professionalism.
• Ability to work independently and collaboratively within a team environment.

Preferred Qualifications:

• Previous experience in retirement plan administration, employee benefits, financial services, accounting, payroll, human resources, or a related field.
• Experience administering defined contribution retirement plans.
• QKA, QKC, APA, ERPA, or other relevant industry certifications, or willingness to pursue certification.
• Experience with ASC, FT Williams, PensionPro, CRM systems, or other retirement administration software.
• Demonstrated ability to manage client relationships and provide consultative support.
• Experience mentoring team members, leading projects, or contributing to process improvements.
• Advanced knowledge of retirement plan compliance, testing, and plan design.
• Ability to act with integrity, anticipate client needs, continuously improve service delivery, and contribute positively to team success.

Pay Transparency Statement:

The anticipated pay range for this position is $50,000-$100,000 annually.

At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.