Careers

Open Positions:

Client Relationship Manager
for Professional Capital Services, LLC
in Philadelphia, PA

Professional Capital Services, LLC (“PCS”) was founded by the tax and ERISA attorneys at Dilworth Paxson, LLP, a 75-year-old Philadelphia-based law firm, to provide sophisticated retirement programs for the corporate, professional and governmental market. PCS offers its complete retirement program, including investment advisory services, customized education materials, a robust plan and participant website, account recordkeeping, and all-inclusive plan administration services through advisory firms, broker-dealers, mutual fund companies, TPAs and CPAs.

Overview:
In this role, you will be responsible for providing best in class service to Plan Sponsors, Advisors and Third Party Administrators.

Responsibilities: 

• Manage all Client Service aspects of retirement plan accounts.
• Clearly and concisely communicate with clients so that service expectations are properly set.
• Provide appropriate research and problem resolution support on all client inquiries.
• Approach assigned clients by proactively focusing on long-term relationship building and retention.
• Using industry knowledge, ensure all service and operations commitments to clients are being met on a timely basis.
• Liaise with operations and compliance departments, and utilize other resources as necessary to resolve issues and deliver exceptional client service.
• Perform other duties as required.

Qualifications: 

• 3 – 5 years experience in Customer Service experience within the Retirement Services industry required.
• Understanding of Relius recordkeeping platform desired.
• Excellent written and oral communication skills.
• Comprehensive knowledge of retirement plans with knowledge of IRS, Dept. of Labor and ERISA regulations.
• Ability to handle multiple tasks and competing priorities.
• Strong analytical and problem solving skills.
• Proficiency in MSOffice applications, specifically Word, Excel and PowerPoint.

PCS, LLC is a leading Third-Party provider of retirement plan services, specializing in defined contribution plans. We offer competitive wages and a comprehensive benefits package. PCS is an Equal Opportunity Employer (EOE).

Interested candidates should send résumé and cover letter to hr@pcs401k.com.

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