Retirement Solutions Specialist

United States·St. Louismid

OtherSolutions Specialist

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Quick Summary

Overview

Position Summary The Retirement Solutions Specialist (RSS) works in partnership with the Retirement Operations Manager, Billing and Reporting Lead, Director, and Team to conduct the essential client service and operational functions related to the Retirement Solutions platform.

Requirements Summary

1-3 years of experience on the Focus Partners Retirement Team, or 4+ years of work experience in the retirement plan industry.

Technical Tools

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The Retirement Solutions Specialist (RSS) works in partnership with the Retirement Operations Manager, Billing and Reporting Lead, Director, and Team to conduct the essential client service and operational functions related to the Retirement Solutions platform. This position coordinates several duties relating to data/platform management, inner company collaboration, billing, reporting, client service, administration of investment direction, and retirement advisor assistance (both internal and external). This position plays a key role in ensuring that plans and related accounts are onboarded/maintained properly; that outstanding communication happens between all external/internal parties, and that timely assistance is provided to meet any advisor/plan request or team project. The RSS is a key part of the retirement team. This role would advance from the retirement solutions associate role by displaying a greater and more detailed knowledge of the retirement plan industry and support of retirement solutions advisors (RSA) or retirement plan advisors (RPA). This person would help design and lead team projects while seeing them through to completion, help prepare proposals, learn employee education, provide training when needed to retirement solutions associates, and would maintain a more efficient and independent level of work than would be expected of a retirement solutions associate. The person in this position will have evidence of a successful increase in industry knowledge and fulfillment of duties. Promotion to, or fulfillment of, this position should only be considered when an individual displays an above-average level of understanding, responsibility, efficiency, professionalism, and consistent display of integrating the company’s core values into their actions.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Responsibilities

~2 min read

→Meets and exceeds the service standards
→Demonstrates and models the firm’s core values through their work, actions, and words
→Manages emails and client requests to ensure all are met in a timely manner by the team (e.g. team’s inbox and interfacing externally/internally on behalf of the team)
→Provides quick and accurate answers to operational questions from advisors and service teams
→Successfully completes associate goals at a high level and on time
→Plays an active role in execution of team plans
→Provides comprehensive operational support of qualified retirement plans to company and all advisors within Focus Partners Wealth Partners
→Monitors new, converting, and terminating accounts
→Handles communication between recordkeepers and advisor clients, including researching problems and troubleshooting to find solutions
→Analyze processes and procedures to identify improvements or efficiencies that can be created (i.e. Procedure development and execution)
→Continues development of industry/business knowledge through job shadowing, educational opportunities, professional developments, etc.
→Provides on-demand and scheduled reports to advisors and entities as requested
→Participates in and contributes to weekly FPRS Operations meeting and other meetings as assigned
→Review quarterly data and materials for accuracy
→Tracks and completes special projects throughout the year, including compliance notices, account and system maintenance/cleanup, etc.
→Supports and assists the Operations Manager, Billing and Reporting Lead, Retirement Solutions Advisors, and Director
→Maintains Retirement Solutions Website and team resources within company
→Maintains plan-related documents, data, and communication between various systems and software programs
→Participates in meetings with vendors, clients, and Focus Partners Teams as needed to ensure efficient and effective service
→Provides consistent and successful support of FPRS advisors in their support of plans and advisor clients

Requirements

~4 min read

1-3 years of experience on the Focus Partners Retirement Team, or 4+ years of work experience in the retirement plan industry.
Bachelor’s Degree with 2+ years of work experience, or 4 years of work experience, in administration, financial, or retirement plan industry.
Client Service Experience - successful interaction with, and maintenance of, client relationships
Administrative Experience - 2 to 3 years of significant administrative work history
Successful team collaborator
Working knowledge of Windows Operating systems and Microsoft Office
Experience with CRM systems – preferably Salesforce

This position is a non-exempt position. The annualized base pay range for this role is expected to be between $50,000-$55,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

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About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: 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 shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.