Retirement Plan Service Consultant at KerberRose S.C.

Shawano, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Aug, 26

Salary

0.0

Posted On

30 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Retirement Plan Administration, Onboarding, Project Management, Client Communication, CRM Systems, Microsoft Office, Plan Sponsorship, Troubleshooting, Process Improvement, Collaboration

Industry

Financial Services

Description

Description KerberRose is a trusted advisor for accounting and wealth management services throughout Wisconsin. We remain committed to excellent service and meaningful client relationships. Our people-first philosophy values relationships with our team, clients, and communities. KerberRose Wealth Management is seeking a detail-oriented Retirement Plan Service Consultant to support our retirement plan team. This role focuses on onboarding new retirement plans, coordinating ongoing services, and supporting advisors and clients through a high-touch service model. The ideal candidate is organized, collaborative, and experienced in retirement plan operations. Responsibilities • Lead and coordinate onboarding of new retirement plans • Serve as liaison between plan sponsors, recordkeepers, TPAs, and advisors • Coordinate ongoing service schedules with the 401(k) advisor • Prepare for and follow up on client meetings • Manage service workflows and track deliverables • Support advisors with plan administration and client communication • Troubleshoot client issues and coordinate resolutions • Maintain accurate CRM records and documentation • Identify process improvements to enhance service delivery • Collaborate with internal teams to ensure consistent service Requirements • 5–10 years of experience in retirement plan services or administration • Strong understanding of 401(k), 403(b), and retirement plans • Experience working with recordkeepers, TPAs, and plan sponsors • Strong organizational and project management skills • Excellent communication skills • Proficiency in Microsoft Office and CRM systems • Professional designations (AIF®, CRPS®, QKA) preferred Culture and Core Values KerberRose offers a supportive and professional environment with a focus on growth and development. Our core values include Honesty, Integrity, Respect, Balanced Life, and Community Orientation. Wellness at KerberRose We offer a comprehensive benefits package including health, dental, vision, 401(k), and professional development opportunities.

Responsibilities

Lead the onboarding of new retirement plans and serve as the primary liaison between plan sponsors, recordkeepers, and advisors. Manage service workflows, track deliverables, and support advisors with plan administration and client communication.