Job Type
Full-time
Description
McKinley Carter Wealth Services (MCWS) is seeking a Retirement Plan Client Coordinator to join its high-caliber team of financial professionals. The ideal candidate possesses Series 65 licensure, has exceptional interpersonal and communication skills, and is proficient in navigating and leveraging technology. In conjunction with a genuine interest in helping others, this individual thrives in a fast-paced, high-performance work environment.
The Retirement Plan Client Coordinator will work under the guidance of the firm's Directors of Retirement Plan Services and Non-Profit Advisory Services. Key job responsibilities include the preparation of reports and financial paperwork, ensuring fiduciary compliance, and supporting client education and business development efforts.
Primary Job Responsibilities:
- Support Financial Strategists in the delivery of retirement plan and nonprofit advisory services. This includes but is not limited to preparing reports and fiduciary documents; confirming that plan sponsors and nonprofit clients are in compliance with fiduciary best practices; supporting employee education efforts; and providing support to plan participants.
- Execute administrative tasks like scheduling, data entry, and filing with a discerning eye and minimal oversight.
- Serve as the primary contact on all RPS and NAS operational matters such as billing and the coordination of various service providers.
- Assist with the execution and delivery of client projects through independent research, analysis, etc.
- Diligently monitor incoming RPS and NAS requests, acting with an appropriate level of urgency and escalating as needed.
- Contribute to the firm's business development efforts, particularly those that may benefit the RPS and NAS service lines. This includes but is not limited to: contributing to the completion and delivery of RFPs; planning and attending events, etc.
- A minimum of five years' experience in the financial industry. Retirement plan experience, including working with national record keepers (i.e. Voya, Empower, Fidelity) and software (i.e. Fi360, RPAG) strongly preferred.
- Series 65 licensed and a commitment to deepening one's knowledge in RPS and NAS through continuing education and certifications as determined by the firm.
- Excellent interpersonal skills, with the ability to deal with clients and employees of varied backgrounds.
- A strong communicator who is effective in using both written and oral communication to relay information, provide instruction, advance projects, build rapport, etc.
- Organized, with a keen eye for detail, and the ability to prioritize.
- Proficiency in general office technology and the capacity to leverage advanced and/or specialized software and tools.
About McKinley Carter Wealth Services
MCWS is dedicated to delivering exceptional client care by transforming clients' financial instincts into actionable strategies and providing goal-focused behavioral coaching to build lasting financial confidence.
As an employer, MCWS has fostered a collaborative fast-paced work environment that has attracted a team of high-performing professionals. The company culture is one that celebrates collegiality, respect, inclusivity, and a healthy work-life balance.
Team members are empowered to pursue their career ambitions. The firm supports lifelong learning, is well equipped to nurture emerging talent, and has proven success in developing future leaders.
McKinley Carter's greatest asset is its people, and it invests heavily in their growth and well-being. Employee turnover is regularly lower than industry averages and extraordinary levels of employee engagement and satisfaction are recorded year over year.
MCWS is an equal opportunity employer. The firm offers competitive compensation and benefit packages, including health, dental, vision and life insurances, matching 401(k), and generous PTO.
Salary Description
$58,000 - $68,000