Top 4442 Client services specialist Jobs in Pine Brook, Nj

401(k) Specialist
Midas Wealth —New York, NY
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Data analysis skills
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Loan Servicing Specialist
BD Capital SE LLC —Warren, NJ
- Up to $70,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
3d
Legal Account Support Specialist
Griffin Alexander, PC. —Parsippany-Troy Hills, NJ
- $45,000 - $55,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Health insurance
Quick Apply
E-Commerce Operations & Customer Experience Specialist
Bond No. 9 New York —New York, NY
- $75,000 a year
- Full-time
- Spanish
- Merchandising
- Mid-level
Quick Apply
Contracts Specialist / Sr. Contracts Specialist, Business & Legal Affairs
Versant Media —New York, NY
- $70,000 - $90,000 a year
- Email
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Program Support Specialist PT
Jersey Battered Women'S Service (JBWS) —Morristown, NJ
- $25 - $28 an hour
- Part-time
- Spanish
- Children
- Organizational skills
Quick Apply
Client Transition Specialist
IQVIA —Wayne, NJ
- $73,400 - $183,600 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
Travel Systems & Client Onboarding Specialist - Wayne NJ
Amsalem Business Travel Llc —Wayne, NJ
- $55,000 - $75,000 a year
- Full-time
- Hybrid work
- Mid-level
- Training & development
- Paid time off
- Work from home
Quick Apply
4d
Client Service Delivery Specialist
SGS —Fairfield, NJ
- $24 - $28 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Laboratory experience
- Health insurance
- Dental insurance
Quick Apply
Peer Recovery Specialist
Prevention Is Key —Pompton Lakes, NJ
- From $22 an hour
- Weekends as needed
- Background check
- Spanish
- Microsoft Excel
- 403(b) matching
- Health insurance
Quick Apply
1d
Web Production Specialist
Konica Minolta Business Solutions, U.S.A., Inc. —Ramsey, NJ
- $73,900 - $125,000 a year
- Full-time
- Hybrid work
- Computer Science
- Marketing
- 5 years
Banking Relationship Specialist
ConnectOne Bank —Morristown, NJ
- $22 - $27 an hour
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Peer Recovery Specialist / BHT - Parsippany, NJ
Legacy Healing Center —Parsippany-Troy Hills, NJ
- $23 - $25 an hour
- 8 hour shift
- Microsoft Word
- Clean driving record
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
OEM Product Support Specialist - Industrial Machinery
#twiceasnice Recruiting —Hackensack, NJ
- $70,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
Quick Apply
1d
Manager, Client Services
Valley National Bank —New York, NY
- $73,700 - $125,800 a year
- 5 years
- Office
- High school diploma or GED
Quick Apply
Electronic Health Record Technical Specialist
Enable Healthcare Inc. —Park Ridge, NJ
- $44,000 a year
- Evenings as needed
- Hybrid work
- Microsoft Excel
- Medical office experience
- HIPAA
Quick Apply
Housing Specialist
Nan McKay & Associates —Newark, NJ
- $18 - $22 an hour
- Full-time
- Spanish
- Writing skills
- English
- Health insurance
- Dental insurance
Quick Apply
Payroll Administrator
Vanguard Dealer Services —Fairfield, NJ
- $25 an hour
- Full-time
- Microsoft Word
- 11+ years
- Office
- Health insurance
- Dental insurance
Quick Apply
Network Success Specialist - Madison, NJ
Anywhere Real Estate —Madison, NJ
- Full-time
- Microsoft Excel
- Mid-level
- Continuous improvement
Account Operations Specialist II (Manheim)
Cox Communications —Fairfield, NJ
- $21.83 - $32.79 an hour
- Full-time
- Clean driving record
- Pass drug screening
- Maintenance
- Paid jury duty
- Paid holidays
Quick Apply
10d

I want to receive the latest job alert for client services specialist in pine brook, nj

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services specialist jobs near pine brook, nj

401(k) Specialist

Midas Wealth
New York, NY

Quick Apply

Job Details

Full-time
$70,000 - $100,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Professional development assistance

Qualifications

Defined contribution retirement plans
Record keeping
Series 6
Presentations for conferences or internal meetings
Data analysis skills
Bachelor's degree
Fiduciary duties
Financial product expertise
Industry knowledge of financial regulations
FINRA License
Business Administration
Technical Proficiency

Full Job Description

Job Overview:
The 401(k) Specialist serves as a subject matter expert in employer-sponsored retirement plan services, with a dual focus on investment management solutions and insurance products. This role is responsible for the full lifecycle of 401(k) plan administration — from onboarding and compliance monitoring to investment menu design and participant engagement. The ideal candidate combines deep technical knowledge of ERISA regulations with a client-first mindset and a passion for helping organizations and employees build long-term financial security.

Key Responsibilities:

Plan Administration

Manage end-to-end administration of 401(k) and related defined contribution plans, including plan setup, amendments, and annual reviews.
Oversee contribution processing, vesting calculations, loan administration, and required minimum distributions (RMDs).
Coordinate plan document updates and ensure alignment with current IRS and DOL regulations.
Prepare and review annual plan testing (ADP/ACP, top-heavy, coverage) and partner with TPAs and auditors to resolve discrepancies.

Investment Solutions

Evaluate and recommend investment menu options including mutual funds, collective investment trusts (CITs), target-date funds, and managed accounts.
Monitor fund performance, expense ratios, and benchmarking data; present findings to plan sponsors and investment committees.
Serve as a fiduciary resource, supporting plan sponsors in fulfilling their ERISA Section 404(c) obligations.
Collaborate with portfolio managers and fund companies to conduct due diligence and annual investment policy statement (IPS) reviews.

Insurance Solutions

Identify and position insurance products within retirement plans, including stable value funds, guaranteed income annuities, and group variable annuity wrappers.
Partner with insurance carriers to evaluate product suitability, crediting rate competitiveness, and contract terms for plan sponsors.
Support plan sponsors in implementing in-plan guaranteed lifetime income solutions as part of a comprehensive retirement readiness strategy.
Maintain current knowledge of regulatory changes impacting insurance products within qualified plans (e.g., SECURE 2.0 provisions).

Compliance and Regulatory Affairs

Monitor plan compliance with ERISA, IRS, and DOL requirements; coordinate corrective actions through VCP or EPCRS when needed.
Prepare and file Form 5500 series returns in partnership with plan auditors and TPAs.
Track legislative and regulatory developments affecting qualified plans and proactively advise clients on required amendments.

Client Relationship Management

Serve as the primary point of contact for a portfolio of plan sponsor clients, delivering proactive service and strategic guidance.
Conduct quarterly and annual plan reviews, presenting data on participation rates, deferral trends, and investment performance.
Develop and deliver participant education materials and enrollment campaigns to drive plan utilization and retirement readiness.
Collaborate with sales and relationship management teams on plan conversions, RFP responses, and new business opportunities.

Required Qualifications:

Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
3–5+ years of experience in 401(k) plan administration, retirement plan consulting, or a related financial services role.
Strong working knowledge of ERISA, IRS qualification rules, DOL regulations, and plan testing requirements.
Demonstrated experience with investment analysis, fund evaluation, and fiduciary best practices.
Familiarity with insurance products used in qualified retirement plans, including stable value and annuity solutions.
Proficiency with retirement plan recordkeeping platforms (e.g., Empower, Fidelity, Voya, Principal, or similar).
Excellent communication and presentation skills with the ability to simplify complex topics for diverse audiences.

Preferred Qualifications:

FINRA Series 6 or 65 license (or willingness to obtain).
Experience with SECURE Act 2.0 implementation and in-plan retirement income products.
Prior experience in a TPA, recordkeeper, broker-dealer, or RIA environment.

Compensation & Benefits:
We offer a competitive compensation package commensurate with experience, including:

Base salary range: $70,000 – $100,000 annually (depending on experience and credentials)
Performance-based bonus eligibility
Comprehensive health, dental, and vision insurance
401(k) plan with company match
Paid professional development and licensing support
Generous PTO and flexible work arrangements

Equal Opportunity Employer:
We are an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.

Pay: $70,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance

Work Location: Hybrid remote in New York, NY 10004

Quick Apply

Refine Your Search

client services specialist jobs in pine brook, nj

401(k) Specialist

Loan Servicing Specialist

Legal Account Support Specialist

E-Commerce Operations & Customer Experience Specialist

Contracts Specialist / Sr. Contracts Specialist, Business & Legal Affairs

Program Support Specialist PT

Client Transition Specialist

Travel Systems & Client Onboarding Specialist - Wayne NJ

Client Service Delivery Specialist

Peer Recovery Specialist

Web Production Specialist

Banking Relationship Specialist

Peer Recovery Specialist / BHT - Parsippany, NJ

OEM Product Support Specialist - Industrial Machinery

Manager, Client Services

Electronic Health Record Technical Specialist

Housing Specialist

Payroll Administrator

Network Success Specialist - Madison, NJ

Account Operations Specialist II (Manheim)

I want to receive the latest job alert for client services specialist in pine brook, nj

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected