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Retirement Services Jobs (NOW HIRING)

Charles Schwab

Retirement Services Specialist

Phoenix, AZ

$22.12 - $35.58/hr

As a Retirement Services Specialist , you will promote client loyalty by providing the highest quality support to our internal and external customers via inbound phone calls relating to IRA and Small ...

Citizens

Retirement Services Manager

Johnston, RI

$116K - $117K/yr

Description Servicing Operations Manager - Retail Retirement Servicing As the Servicing Operations Manager for the Retirement Services team, you will lead the daily operations of a team of 12-15 ...

Citizens

Retirement Services Manager

Johnston, RI

$116K - $117K/yr

Description Servicing Operations Manager - Retail Retirement Servicing As the Servicing Operations Manager for the Retirement Services team, you will lead the daily operations of a team of 12-15 ...

Northwest

Manager of Retirement Services

Bellevue, PA

$108K - $108K/yr

The Manager of Retirement Services is responsible for direct supervision of the Retirement Plan Consultants and serving as a leader and resource to Retirement Plan Administrators and staff regarding ...

Northwest

Manager of Retirement Services

Columbus, OH

$112K - $112K/yr

The Manager of Retirement Services is responsible for direct supervision of the Retirement Plan Consultants and serving as a leader and resource to Retirement Plan Administrators and staff regarding ...

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Retirement Services information

See salary details

$31.5K

$62.7K

$100K

How much do retirement services jobs pay per year?

As of Aug 26, 2026, the average yearly pay for retirement services in the United States is $62,680.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,000.00 and $66,000.00 per year, depending on experience, location, and employer.

What are retirement services?

Retirement Services refer to a range of financial products, planning tools, and advisory services designed to help individuals prepare for and manage their retirement years. These services often include retirement account management (such as 401(k)s and IRAs), pension plan administration, retirement income planning, and guidance on Social Security benefits. Providers of retirement services may be financial institutions, employers, or specialized advisors who assist clients in achieving financial security during retirement.

What are the key skills and qualifications needed to thrive in retirement services, and why are they important?

To excel in Retirement Services, you need a solid understanding of retirement planning, financial products, and relevant regulations, often supported by a degree in finance or a related field. Familiarity with retirement plan administration software, financial modeling tools, and certifications like CRPC or CFP is highly valuable. Strong interpersonal skills, attention to detail, and the ability to explain complex concepts clearly help professionals build trust and guide clients effectively. These competencies ensure accurate plan management, regulatory compliance, and positive client outcomes in a field where financial security is paramount.

What are some common challenges faced by professionals working in retirement services, and how can they be managed effectively?

Professionals in Retirement Services often encounter challenges such as keeping up with changing regulations, educating clients about complex retirement plans, and addressing diverse financial needs. Managing these challenges effectively involves continuous professional development, clear communication with clients, and collaboration with legal and compliance teams. Building strong relationships and staying updated on industry standards can help ensure clients receive accurate and tailored retirement solutions.

What is the difference between Retirement Services vs Retirement Plan Administrator?

AspectRetirement ServicesRetirement Plan Administrator
CredentialsCertifications like CEBS, CFP often preferredSimilar certifications, often required or preferred
Work EnvironmentFinancial institutions, consulting firms, HR departmentsFinancial firms, plan providers, HR teams
Employer & Industry UsageUsed broadly across financial and HR sectorsPrimarily within retirement plan management
Job FocusAdvising clients, managing retirement plans, complianceAdministering retirement plans, processing contributions, maintaining records

Retirement Services professionals focus on advising clients and managing retirement plans, while Retirement Plan Administrators handle the day-to-day administration and record-keeping of retirement plans. Both roles require similar certifications and are integral to the retirement industry, but their primary responsibilities differ.

More about Retirement Services jobs

What cities are hiring for Retirement Services jobs?

Cities with the most Retirement Services job openings:

What states have the most Retirement Services jobs?

States with the most job openings for Retirement Services jobs include:

What job categories do people searching Retirement Services jobs look for?

The top searched job categories for Retirement Services jobs are:

Retirement Services jobs near you
Infographic showing various Retirement Services job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $62,680 per year, or $30.1 per hour.

Retirement Services Clerk

Maine Public Employees Retirement System

Augusta, ME • On-site

$42K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago

Job description

Retirement Services Clerk

MainePERS is seeking a Retirement Services Clerk to support the accurate and timely processing of retirement-related requests and documentation. This position plays an important role in protecting member information and benefits by carefully reviewing documents, identifying discrepancies and potential fraud, and ensuring work is completed in accordance with established procedures.

The ideal candidate is detail-oriented, organized, dependable, and committed to accuracy, accountability, and building trust.

What You'll Do
  • Process retirement applications, rollover paperwork, tax withholding, electronic fund transfers, and other required forms for completeness and accuracy.
  • Review documentation and information for errors, discrepancies, inconsistencies, and potential indicators of fraud, and appropriately escalate concerns.
  • Provide general information and forms to members and the public by phone, email, mail, and route questions to appropriate staff.
  • Schedule virtual and telephone meetings with members and staff.
  • Process returned mail and research and update contact information using available resources.
  • Generate reports and workflows from the Pension Administration System to support Retirement Services operations.
  • Prepare correspondence, forms, and other documents according to established procedures.
  • Verify the accuracy of work completed by peers and maintain accurate records and files.
  • Assist in preparing informational packets for employer orientations.
  • Scheduling virtual informational retirement sessions.
  • Assist with the documentation and creation of training materials for Retirement Services Clerk role.
  • Protect confidential member information and ensure assigned work is completed accurately and timely.
  • Perform other duties as assigned.
What We're Looking For
  • Strong attention to detail and commitment to accuracy.
  • Ability to recognize discrepancies and potential concerns and follow established procedures for resolution.
  • Strong organizational and follow-through skills.
  • Ability to work independently, manage multiple priorities, and meet deadlines.
  • Professional written and verbal communication skills.
  • Ability to build trust through confidentiality, consistency, and accountability.
  • Comfort working with computer systems and detailed administrative processes.
Minimum Qualifications

High school diploma or equivalent plus two years of clerical experience in an office environment with demonstrated attention to detail.

Preferred Qualifications
  • Customer service experience by phone or in person
  • Experience with Windows-based computer applications.

If you take pride in getting the details right and want your work to help protect the retirement benefits of Maine's public employees, we encourage you to apply.

Salary: Begins at $42,348 if annualized

Benefits: We offer an outstanding benefit package including:

  • Work-Life Balance – 13 paid holidays, eligible to accrue 2+ weeks of vacation leave annually, 12 days of sick leave, and up to 4 days of personal leave days.
  • Health Insurance Coverage – MainePERS pays for 65%-90% of health insurance based on the employee's annual salary and coverage level (dependent or employee)
  • Dental Insurance – 100%employer for employees and their dependents
  • Vision Insurance – Employee paid
  • Retirement Plans, MainePERS Contribution to your Pension, Deferred Compensation, Wellness Reimbursement ($300), Flexible Spending Accounts, Public Service Student Loan Forgiveness, and Parental leave

Monday through Friday 7:30am to 4:00pm 40 worked hours per week/80 worked hours per 2-week pay period

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