CPS, Inc. · 2 days ago
Retirement Plan Client Service Associate
Birmingham, AL
Full-time
Hybrid
Entry Level
$60K/yr - $60K/yr
2+ years expCPS, Inc. is a local benefits organization seeking to expand their retirement plan area by hiring a client-focused professional. The role involves client interaction regarding retirement planning, including hardship withdrawals and fund allocations, while collaborating with retirement plan carriers and advisors.
Recruiting
Hiring Manager
Matt Ehley
Responsibilities
Client interaction both over the phone, through video conferencing and even in person from time to time
Focus on hardship withdrawals, allocation of funds and enrollment or termination questions
Working directly with retirement plan carriers, advisors and other essential personnel to make sure all is in order with the client retirement plan
Qualification
Required
Solid retirement plan knowledge
Ideally SIE and/or FINRA Series 65
2+ years Financial Service experience
Be available to work in the office in a hybrid capacity (3days in / 2days from home)
Benefits
Work from home 2 days a week
100% Employee Coverage
Life Insurance
401k Plan with a match
Profit Sharing
Up to one month salary for end of year bonus
Company
CPS, Inc.
CPS, inc., a national full-service professional staffing firm providing permanent placement in the areas of accounting, finance, and more.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jim Clark
Partner
Kristine (Major) O’Sullivan
Partner/Sr. Division Manager
Recent News
GlobalFinTechSeries
2023-07-05
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