Apply on Employer Site

Strategic Financial Services, Inc. · 1 day ago

Retirement Plan Client Services Specialist

Utica, NY

Full-time

Onsite

Entry, Mid Level

$52K/yr - $72K/yr

1+ years exp

Strategic Financial Services, Inc. is seeking a Retirement Plan Education Specialist who is passionate about helping individuals achieve their financial goals. The role involves supporting client relationships, delivering financial education programs, and assisting with participant engagement strategies.

ConsultingCrowdfundingLegal

Senior Management

Hiring Manager

Abigail Gulesano

Responsibilities

Support day-to-day management of existing client relationships and help shape the overall client service experience

Schedule, prepare for, and attend client and participant meetings; maintain meeting schedules and document follow-up actions

Coordinate plan administration tasks with external partners (TPAs, CPAs, recordkeepers) and assist with onboarding, conversions, and general administration

Provide participant education and enrollment materials for individuals and groups

Serve as a subject matter expert on recordkeeper systems and escalate participant or sponsor issues to Senior/Lead Advisors as needed

Identify clients or participants who may benefit from additional investment services or financial planning, and serve as a referral source to Wealth Management

Develop relationship-management skills and progress toward a Lead Advisor role by gradually taking on new and existing client responsibilities

Qualification

Microsoft 365Financial planning technologyRetirement plans knowledgeFINRA Series 65Basic investment knowledgeCRM platforms knowledgeProfessional experience in financial servicesIndustry credentialClient relationship managementCommunication skillsOrganizational skillsAttention to detailPresentation skills

Required

Bachelor's degree required; industry-specific or other technical training is a plus

FINRA Series 65: required within the first 12 months

Industry credential required within 18 months (e.g., CPFA, ABFP, WMS, or similar approved certification)

Energetic self-starter committed to continuous learning and professional growth

Highly organized with attention to detail, follow-through, and ability to manage multiple deadlines

Strong written, verbal, and presentation skills; able to listen, ask questions, identify opportunities, resolve conflicts, educate, and coach clients

Proficient in Microsoft 365 (Outlook, Word, Excel, Teams) and quick to learn tools like SharePoint and social scheduling platforms

Operational knowledge of financial planning technology, client-facing systems, performance reporting, and CRM platforms

Basic understanding of investments, securities markets, global economics, portfolio construction, and market trends

Foundational knowledge of retirement plans, recordkeeping, participant education, and financial planning principles

Preferred

1–3+ years of professional experience in financial services, investments, retirement plan administration, insurance, payroll, or employee benefits preferred

1–3+ years of retail or marketing experience helpful

1–3+ years of retirement plan-related experience desirable