The Client Service Coordinator (CSC) supports the Retirement Plan Service Model by providing high-quality client service, maintaining accurate client data, and ensuring a seamless experience for both plan sponsors and participants. This role is highly client-facing and plays a key part in building strong relationships, resolving issues, and driving value for retirement plan clients.

Key responsibilities include:

• Serve as a primary point of contact for retirement plan clients, providing support and resolving inquiries 
• Submit, track, and confirm new business for retirement plans 
• Coordinate and support committee and participant meetings, including scheduling, preparing materials, and managing follow-ups 
• Assist participants with enrollments, rollovers, and distributions 
• Communicate regularly with clients, including quarterly updates and educational outreach 
• Act as a liaison between plan sponsors and recordkeepers to resolve client-specific issues 
• Maintain accurate client files, CRM systems, and workflows 
• Support ongoing service delivery through standard operating procedures and internal systems 
• Assist with audits, reporting, and operational processes related to retirement plan services 
• Participate in team meetings and contribute to continuous improvement efforts

Education and Experience

• Bachelor’s degree required (Business, Finance, or related field preferred) 
• 1+ years of experience in a client-facing and/or account management role 
• Experience in the financial services or investment industry preferred 

Skills and Qualifications

• Strong communication skills with the ability to interact professionally with clients and internal teams 
• Ability to manage multiple priorities and follow through on tasks in a timely manner 
• Detail-oriented with strong organizational and problem-solving skills 
• Ability to build relationships and provide a high level of client service 

Technical Skills

• Proficiency in Microsoft Office (Word, Excel, Outlook) 
• Comfortable learning and working within CRM and financial platforms (e.g., A360, Monday.com, eMoney or similar tools) 

Additional Preferences

• Bilingual in English and Spanish preferred