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Company Overview
PCS Retirement, LLC is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts. At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision.
Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success. To learn more, visit https://www.pcsretirement.com/
Job Summary
Efficient Advisors is a turnkey asset management firm whose guiding principle is to build lasting relationships with financial advisors and their clients by focusing on client needs. A simple and powerful concept. We are passionate about providing independent advice while maintaining a hyper-focus on the service experience. We deliver independent, customized investment solutions to clients and strive to be an indispensable strategic partner to our advisors.
Job Responsibilities
- Support advisors through ownership of client account opening and account maintenance process.
- Problem resolution with creative mindset and positive attitude.
- Cultivate and grow service focused relationship with financial advisors.
- Act as friendly intermediary between financial advisors and third-party vendors connected to client accounts so you appear as a seamless extension of the financial advisor’s back office.
- Proactive problem solving by thinking ahead to the next problem – identify the question behind the question.
- Commitment to the protection of our brand and the brands associated with the advisors we service.
Requirements
- Hospitality mindset and experience
- 2-3 years financial services experience
- Broad knowledge and understanding of financial services and financial planning concepts
- Relentless attitude towards problem resolution
- Strong organizational and time management skills
- Knowledge of and experience with Orion and/or Salesforce a strong plus
Remote Work Information
For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider.
Please ensure that you are able to meet these expectations before applying.
Compensation Information
The average salary for this position is expected to be between $45,000 and $75,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc.
For more information, please visit pcsretirement.com/careers
Additional Information
As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
