Defined Benefit Plan Client Services Consultant


Newark, NJ

Industry: Accounting, Finance & Insurance


Less than 5 years

Posted 10 days ago

  by    Mason Ingling

Deliver defined benefit products and services to meet client needs, including overseeing various administrative activities for assigned accounts.

*** Liaise between clients and internal teams by responding to client requests, providing alternative solutions, and identifying possible plan design alternatives.

*** Research and respond to Request for Proposal questionnaires.

*** Coordinate and facilitate client meetings in person or via conference call, and prepare materials, agendas and presentations.

*** Lead implementation of new client plans and addition of product lines to existing clients.

*** Oversee day-to-day administration of multiple complex client accounts to include record keeping, periodic valuations, plan compliance, audit assistance, etc.

*** Collaborate with Third Party Administrators for clients to assist with problem resolution and trouble shooting.

*** Support client account audits and strategic planning process, and partner withfinancial team to complete client reports.

*** Monitor competitor products, industry trends, and legal developments impacting business.

Work for a company offering top compensation packages and a plethora of benefits including company paid medical, dental, and vision; life insurance; retirement plans; company paid 401(k); flex spending accounts; paid vacations, holidays and sick time; as well as tuition reimbursement.

Please reference #38675157 when responding.Education Requirements: Bachelor DegreeMinimum Experience Requirements: 2-5 yearsJob City Location: NewarkJob State Location: NJJob Country Location: USASalary Range: $160,000 to $200,000


$160K - $200K