Focus Partners is a wealth management organization that provides a comprehensive range of services to support clients at every stage of life. The Retirement Solutions Specialist (RSS) plays a central role in managing client service and operations related to retirement plans, ensuring efficient communication and servicing of accounts.

Responsibilities

• Serve as a key point of contact for operational and service-related inquiries
• Support Retirement Plan Consultants (RPCs) and Advisors (RPAs) in servicing plan sponsors and participants
• Coordinate communication across advisors, clients, recordkeepers, and internal teams
• Manage team workflows, including shared inboxes and incoming requests, to meet service standards
• Oversee onboarding, conversion, and maintenance of retirement plan accounts
• Maintain accurate data across systems and ensure alignment between platforms
• Produce and distribute reporting while supporting billing processes and data accuracy
• Partner with internal teams and external vendors to resolve issues and improve service delivery
• Research, troubleshoot, and resolve operational challenges with a solutions-oriented approach
• Identify and implement process improvements, contributing to efficiency and scalability
• Lead or support projects, training efforts, and team initiatives while maintaining internal resources

Skills

• Bachelor's degree
• 1+ years of professional administrative experience, financial services preferred
• Proficiency in Microsoft Office and Windows-based systems
• Experience with CRM platforms, preferably Salesforce

Benefits

• Annual cash bonus
• Medical
• Dental
• Vision
• Life insurance
• 401(k)
• Flexibility to work a hybrid schedule
• 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

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