Retirement Solution Specialist

Stella Contracting, Inc
Any Location, VA
Category Finance
Job Description
The Retirement Solution Specialist is responsible for supporting clients with retirement products, account services, and financial solution guidance. This role serves as a key resource for assisting customers with retirement plans, account management, benefit inquiries, and retirement-related service requests while ensuring compliance with financial regulations and company policies.

Requirements

  • Assist clients with retirement account inquiries, transactions, and service requests
  • Provide support related to retirement plans such as 401(k), IRA, pension, and investment account services
  • Educate clients on available retirement solutions, policies, and account options
  • Process account updates, distributions, rollovers, and beneficiary changes
  • Ensure compliance with financial regulations, privacy standards, and company procedures
  • Maintain accurate records of client interactions and account activities
  • Coordinate with internal departments to resolve complex client issues
  • Support onboarding and account setup processes for new clients
  • Monitor service requests and ensure timely issue resolution
  • Deliver high-quality customer service and relationship support

Benefits

  • Comprehensive medical, dental, and vision insurance
  • 401(k) retirement plan with employer matching
  • Paid time off (PTO) including vacation, holidays, and sick leave
  • Life insurance and disability coverage
  • Flexible remote work environment
  • Professional development and licensing support
  • Employee wellness and assistance programs
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