Retirement Plan Specialist (RPS) Dallas/Fort Worth Job at TCG Group Holdings LLP
TCG Group Holdings is a full-service financial service company located in Austin, Texas. We are a highly committed, national financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the Best and Most Competent Professional Team.
The RPS role enables TCG the opportunity to meet with eligible employees and participants of group retirement plans administered by the TCG.
Candidates will be trained and required to master concepts relating to the employee?s retirement picture as a whole. Concepts include but not limited to: TRS/Government/State Pensions, Social Security, and Supplemental retirement account options 401(k), 457, 403(b). Key job tasks include:
- Provide exceptional client service
- Developing and managing the client relationship with key leadership
- Engage in retirement planning education and engagement activities with employees
- Manage relationships with strategic partners and vendors
- Manage communication between the client and internal teams to support existing processes
Successful candidates will display the capacity and willingness to learn, exhibit professional and effective communication skills, and be able to work in a team-oriented environment. Customer Service skills play an integral part in the RPS role, as the RPS will assist with benefits fairs, retirement seminars, open enrollments, and one-on-one appointments hosted by the employer.
Candidates will educate plan participants, provide investment guidance, and counsel employees on their options. The candidate will train to master employee retirement plan options and stay up to date on current legislative and regulatory issues affecting employee retirements. Travel may be required.
TCG is looking for self-starting motivated candidates in Dallas, Houston, West Texas and El Paso, bi-lingual is a plus.
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