At The Capital Group, we offer Employee Benefits Consulting, Retirement Plan Consulting, Wealth Management, Risk Management, and HR Technology Consulting. Our mission is to be a valued and trusted partner to the institutional and individual clients to navigate this volatile and ever-changing world. We pride ourselves on personal service that satisfies day after day – all to keep clients coming back year after year. POSITION SUMMARY: The Retirement Plan Client Executive is a detail-oriented team member with a minimum 3 years managing or working with retirement plans either on the advisory, record keeping or TPA level. All applicants must display a positive and proactive attitude, strong organizational skills, exemplary customer service skills, and the ability to prioritize and multitask. EDUCATION AND EXPERIENCE REQUIREMENTS: Bachelor of Science in Finance or Economics preferred 3-5 years demonstrated advisory, client management and plan management experience preferred. Series 65 or ability to obtain within 6 months KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Ability to develop a thorough understanding of our business, products, and services. Consistently deliver a high level of proactive client service in a professional manner. Broad background in retirement products and general investment matters. Must be able to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business Ability to effectively produce and deliver plan review meetings (in-person or virtual) Ability to effectively deliver participant education and wellness seminars (in-person or virtual) Excellent interpersonal skills and face-to-face relationship building abilities Achieve individual and team goals for service levels, growth, and retention for assigned book of business. Ability to lead a team and achieve goals Strong written and verbal communication skills. Ensure conformance with entire company guidelines and regulatory policies Maintain and update Salesforce on existing customers Strong quantitative and analytic skills are essential TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED: Competent computing skills that include working with the Microsoft Office suite and Salesforce Ability to learn any other appropriate program or software system used by the firm as necessary OTHER REQUIREMENTS: Ability to remain flexible yet focused during stressful situations. Attention to detail, accuracy and the ability to express complex concepts in a clear and concise manner. Highly organized and able to quickly prioritize multiple assignments with high quality results SPECIAL WORKING CONDITIONS: Fast paced multi-tasking environment IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. EEOC (STATEMENT): BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct. #LI-JR1 #LI-Hybrid Click here for some insight into our culture! At The Capital Group, we offer Employee Benefits Consulting, Retirement Plan Consulting, Wealth Management, Risk Management, and HR Technology Consulting. Our mission is to be a valued and trusted partner to the institutional and individual clients to navigate this volatile and ever-changing world. We pride ourselves on personal service that satisfies day after day – all to keep clients coming back year after year.