Old National Bank · 7 hours ago
RPS Client Service Specialist
Ames, IA
Full-time
Onsite
Mid Level
$18.25/hr - $29.75/hr
3+ years expOld National Bank has been serving clients and communities since 1834, and they are seeking a RPS Client Service Specialist to support the Retirement Plan Services Product & Operations team. This role involves assisting with client onboarding, maintaining account information, and providing administrative support to ensure a best-in-class experience for clients.
BankingFinancial ServicesWealth Management
Responsibilities
Assist the RPS team with day-to-day servicing of our advisory clients
Assist in preparation of fee benchmarking & investment reports
Assist in the preparation of client materials
Liaison between Sales, Relationship Managers, and the client during new client onboarding
Assist with preparing education materials to use for group and participant meetings
Ensure client information is set up on systems (Salesforce, RPAG) and reviewed periodically for accuracy and updates
Track and provide reports to RPS team members to ensure components of our Fiduciary Lifecycle Program are delivered in the expected timeframe
Coordinate with recordkeepers if there are changes to the account or agreements (for example, investment lineup changes, fee changes, etc)
Coordinate components on identified project initiatives, including documentation of decisions, timelines, implementation, and training
Partner with team members and other business areas to deliver on company objectives to grow the retirement plan services business
Perform other job-related duties and special projects as the need arises
Provide administrative support to RPS key personnel
Qualification
Required
3+ years retirement industry experience
Adept at utilizing Microsoft Office products, including Excel, Word, and PowerPoint
Proficient communication skills used for both internal and external clients
Strong analysis and decision-making skills
Benefits
Medical, dental, and vision insurance
401K
Continuing education opportunities
Employee assistance program
Company
Old National Bank
Old National Bank is a regional bank providing you with additional provides account choices, expanded convenience, and greater control.
1001-5000 employees
H1B Sponsorship
Old National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (5)
2023 (5)
2022 (5)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$400M2024-11-25Post Ipo Equity· $400M
1984-12-04IPO
Leadership Team
James Sandgren
CEO - Commercial Banking
Timothy Burke
President & Chief Operating Officer
Recent News
2026-01-13
2026-01-03
Company data provided by crunchbase