1 - 6 years

1 - 4 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Roles and Responsibilities

  • Provide exceptional client service by understanding clients' needs, building strong relationships, and delivering tailored solutions.
  • Conduct comprehensive retirement planning analysis using tools like Defined Contribution, 401K, IRA, Retirement Benefits to identify opportunities for improvement.
  • Collaborate with internal teams to ensure seamless execution of plans and provide ongoing support to clients.
  • Stay up-to-date with industry trends and regulatory changes to maintain expertise in retirement planning.

Desired Candidate Profile

  • 1-6 years of experience in financial services or a related field.
  • Strong knowledge of defined contribution/defined benefit pension plans, 401(k) plans, individual retirement accounts (IRAs), retirement benefits administration.
  • Proficiency in creating detailed reports using various software applications such as [list specific software].
  • Excellent communication skills with ability to articulate complex concepts simply.
  • US Shift
  • Both side cab and meal.

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