1 client service specialist jobs found in Winter Park, FL

Advus Financial Partners , one of the fastest growing retirement plan consulting firms in the US, is adding an Retirement Plan Operations Specialist to their team. Job Summary: We are seeking a detail-oriented and highly organized  Operations Specialist  to join our team. This role is critical in supporting our Retirement Plan Advisors and Client Relationship Managers by ensuring the smooth execution of operational and transactional tasks related to 401(k) and other retirement plans. This is a non-client-facing role focused on back-office support and process efficiency. Essential Functions: Process and monitor retirement plan transactions including contributions, distributions, rollovers, and plan changes. Assist advisors with plan setup, documentation, and compliance-related tasks. Ensure adherence to regulatory requirements and internal policies.  Qualifications: Bachelor’s degree in Business, Finance, Accounting, or a related field.  2–5+...