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Retirement Plan Service Representative Jobs (NOW HIRING)

Raymondjames

Retirement Plan Service Associate

Southfield, MI · Hybrid

$14.50 - $19.25/hr

Summary We are seeking a dedicated and detail-oriented professional to join our Retirement Plan Services team. In this role, you will provide high-quality support by assisting internal associates and ...

Associatedbank

Retirement Plan Specialist

Milwaukee, WI · On-site

$17.57 - $30.12/hr

Associated Bank requires you to directly represent yourself and your own experiences during the ... This is a great opportunity for someone looking to grow a career in retirement services and trust ...

Associatedbank

Retirement Plan Specialist

Green Bay, WI

$17.57 - $30.12/hr

Associated Bank requires you to directly represent yourself and your own experiences during the ... This is a great opportunity for someone looking to grow a career in retirement services and trust ...

Gallagher

Retirement Plan Specialist

Harrisburg, PA

Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating ... The base salary range represents the anticipated low end and high end of the range for this ...

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 ...

FAVARH

Retirement Plan Specialist

Albuquerque, NM · On-site

$63K - $79K/yr

Retirement Plan Specialist for the Tax Exempt Market Profile Description: * Deliver on-site ... Minimum 3 years of experience in retirement/financial services * Bachelor's degree or equivalent ...

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Retirement Plan Service Representative information

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

As of Jun 18, 2026, the average hourly pay for retirement plan service representative in the United States is $23.03, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $27.40 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Retirement Plan Service Representative, and why are they important?

To thrive as a Retirement Plan Service Representative, you need a solid understanding of retirement plan products, financial regulations, and customer service principles, often supported by a degree in finance or related fields. Familiarity with recordkeeping systems, CRM software, and knowledge of ERISA or FINRA regulations is typically required. Strong communication, problem-solving, and attention to detail are vital soft skills for addressing client inquiries and resolving issues efficiently. These skills and qualities are important to ensure accurate support, regulatory compliance, and a positive client experience in managing retirement plans.

What is the difference between Retirement Plan Service Representative vs Retirement Plan Administrator?

AspectRetirement Plan Service RepresentativeRetirement Plan Administrator
CredentialsTypically requires basic financial or customer service certificationsOften requires certifications like CFP or actuarial credentials
Work EnvironmentCustomer service centers, call centers, financial institutionsCorporate offices, financial firms, plan sponsor organizations
Employer & IndustryFinancial services, retirement plan providers, banksLarge corporations, pension funds, retirement plan providers
Primary FocusAssisting clients with account inquiries, service requestsManaging plan operations, compliance, and plan design

While both roles support retirement plans, the Retirement Plan Service Representative primarily handles client inquiries and service requests, focusing on customer support. In contrast, the Retirement Plan Administrator manages plan operations, compliance, and administration tasks. Understanding these differences helps job seekers identify the right career path in the retirement services industry.

What is a Retirement Plan Service Representative?

A Retirement Plan Service Representative is a professional who assists clients, usually employees or employers, with questions and tasks related to their retirement plans, such as 401(k)s or pension plans. They handle account inquiries, explain plan options, process transactions, and help ensure compliance with regulations. These representatives serve as a key point of contact for plan participants, providing guidance on contributions, withdrawals, rollovers, and other retirement-related matters. Their role is essential to helping clients make informed decisions about their retirement savings.

What are some common challenges faced by Retirement Plan Service Representatives, and how can they be managed?

Retirement Plan Service Representatives often encounter challenges such as navigating complex plan regulations, addressing diverse client inquiries, and handling sensitive financial information. Managing these challenges requires strong attention to detail, effective communication skills, and the ability to explain intricate retirement plan features in a clear, client-friendly manner. Staying current with industry regulations and collaborating closely with internal specialists—like compliance officers and financial advisors—can also help ensure accurate and compliant service delivery.
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Retirement Plan Service Representative jobs near you
Retirement Plan Service Consultant

Retirement Plan Service Consultant

KerberRose S.C.

Shawano, WI • On-site

Other

Medical, Dental, Vision, Retirement

Posted 19 days ago

Job description

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.


Apply