ZipRecruiter

Log In

1

Retirement Services Representative Jobs (NOW HIRING)

ADP

Retirement Services District Manager

Culver City, CA · On-site

ADP is hiring a Sales Representative for Retirement Services . * Are you ready to control your financial future with unlimited upside earnings potential? * Are you looking for continuous learning and ...

ADP

Retirement Services District Manager

Cranbury, NJ · On-site

ADP is hiring a Sales Representative for Retirement Services . * Are you ready to control your financial future with unlimited upside earnings potential? * Are you looking for continuous learning and ...

ADP

Retirement Services District Manager

Manasquan, NJ · On-site

ADP is hiring a Sales Representative for Retirement Services . * Are you ready to control your financial future with unlimited upside earnings potential? * Are you looking for continuous learning and ...

ADP, Inc.

NJ · On-site

ADP is hiring a Sales Representative for Retirement Services . * Are you ready to control your financial future with unlimited upside earnings potential? * Are you looking for continuous learning and ...

New

ADP

Retirement Services District Manager

Manasquan, NJ · On-site

ADP is hiring a Sales Representative for Retirement Services . * Are you ready to control your financial future with unlimited upside earnings potential? * Are you looking for continuous learning and ...

ADP

Retirement Services District Manager

Culver City, CA · On-site

ADP is hiring a Sales Representative for Retirement Services . * Are you ready to control your financial future with unlimited upside earnings potential? * Are you looking for continuous learning and ...

previous page

Showing results 41-60

All JobsFinance And Insurance JobsFinancial Services JobsFinancial Planner JobsRetirement Services Representative Jobs

Retirement Services Representative information

See salary details

$8

$15

$24

How much do retirement services representative jobs pay per hour?

As of Sep 10, 2026, the average hourly pay for retirement services representative in the United States is $15.91, according to ZipRecruiter salary data. Most workers in this role earn between $12.02 and $18.99 per hour, depending on experience, location, and employer.

What is a retirement services representative?

Retirement Services Representatives are professionals who assist clients with managing and understanding their retirement plans, such as 401(k)s, IRAs, and pension plans. They answer questions about plan features, help with account transactions, provide education on retirement planning, and ensure compliance with regulations. Their goal is to support individuals and employers in making informed decisions about saving for retirement and maximizing their retirement benefits.

What are the key skills and qualifications needed to thrive as a retirement services representative?

A Retirement Services Representative should have strong knowledge of retirement plans (such as 401(k) and IRA), financial regulations, and customer service, typically supported by a degree in finance or a related field. Familiarity with recordkeeping systems, financial software, and relevant certifications like FINRA Series 6 or 63 is often required. Excellent communication, problem-solving abilities, and attention to detail help build trust and guide clients through complex retirement options. These skills are crucial for ensuring regulatory compliance, delivering accurate plan information, and fostering client satisfaction.

What are some common challenges faced by retirement services representatives when assisting clients with retirement plans?

Retirement Services Representatives often encounter challenges such as explaining complex retirement plan options and compliance regulations to clients who may have varying levels of financial literacy. Additionally, they must stay current with evolving laws and plan features, which requires ongoing learning. Representatives also handle sensitive financial information, so building trust and maintaining confidentiality is crucial. Balancing high call volumes or multiple client accounts effectively is another common challenge, often requiring strong organizational and communication skills.

What is the difference between Retirement Services Representative vs Retirement Plan Specialist?

AspectRetirement Services RepresentativeRetirement Plan Specialist
CredentialsTypically requires FINRA licenses, customer service experienceOften requires certifications like CFP, actuarial or financial planning credentials
Work EnvironmentCustomer service centers, financial institutions, call centersFinancial advisory firms, consulting firms, corporate HR departments
Employer & Industry UsageBanking, insurance, retirement plan providersFinancial advisory, consulting, corporate benefits departments
Search & Comparison IntentUnderstanding customer support roles in retirement servicesUnderstanding specialized retirement planning and consulting roles

The main difference is that Retirement Services Representatives focus on customer support and account management within retirement plans, often requiring licensing and customer service skills. Retirement Plan Specialists typically provide expert advice on retirement planning, often holding advanced certifications and working in advisory or consulting roles. Both roles are essential in the retirement industry but serve different functions based on expertise and responsibilities.

What cities are hiring for Retirement Services Representative jobs?

Cities with the most Retirement Services Representative job openings:

Who are the top companies hiring for Retirement Services Representative jobs?

The top employers for Retirement Services Representative jobs are:

What are popular job titles related to Retirement Services Representative jobs?

For Retirement Services Representative jobs, the most frequently searched job titles are:

Retirement Services Representative jobs near you

Client Service Representative (Retirement Plans)

Remote

TCWGlobal
Recruiting and Staffing Services • 51 - 200 employees
Learn more about TCWGlobalexternal

$16.50 - $22.25/hr

Other

Retirement

Posted 5 days ago

Job description

Client Service Representative (Retirement Plans)

We are looking for a Client Service Representative to support clients using our Document Compliance Services. In this role, you'll help clients with questions about their retirement plan documents and assist with the creation, completion, and delivery of qualified plan document packages.

This role is especially well suited for someone with a background in customer service, account management, financial services, benefits, retirement services, or another detail-oriented client support environment who is ready to continue building their knowledge and skills.

What You'll Do

  • Respond to internal and external client questions by phone and written communication within established timelines.
  • Help clients understand their plan documents and guide them through document compliance processes and procedures.
  • Support the creation, fulfillment, and delivery of qualified retirement plan document packages.
  • Take ownership of client questions and issues, following them through until they are fully resolved and the outcome has been communicated to the client.
  • Make outbound calls to gather missing information or clarify what a client needs.
  • Work with other teams and employees to research and resolve client issues.
  • Document verbal and written client communications accurately in the appropriate systems.
  • Manage multiple client requests, priorities, and deadlines in a fast-paced environment.
  • Review information carefully to identify discrepancies, missing details, or questionable procedures and recommend solutions when appropriate.
  • Follow established audit, privacy, and security procedures to protect confidential client information and prevent unauthorized access or disclosure.
  • Maintain the accuracy and quality standards required by the department, including call quality and other client service metrics.
  • Educate clients on document compliance processes and help them understand next steps.
  • Recognize potential opportunities for additional services and communicate those opportunities to the DCS Manager and/or Sales Representatives.

What We're Looking For

  • A two-year degree or equivalent work experience.
  • Previous customer service and account management experience.
  • Comfortable working with computers and Microsoft Office applications.
  • Strong attention to detail and a commitment to accuracy.
  • Strong organizational and time-management skills.
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Strong verbal and written communication skills with the ability to communicate effectively with clients and employees.
  • A problem-solving mindset and willingness to research issues and follow through until they're resolved.
  • Comfortable working within established processes and procedures, particularly when handling confidential information.
  • Willingness to learn about qualified retirement plans and document compliance.
  • Ability to work additional or extended hours when business needs require it.

TCWGlobal is an equal opportunity employer. We do not discriminate based on age, ethnicity, gender, nationality, religious belief, or sexual orientation.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Apply