Retirement Plan Services Specialist

Capital Group

Retirement Plan Services Specialist providing service and support to third-party administrator customers. Collaborating with internal and external contacts while educating clients on plan features and services.

Posted 7/21/2026full-timeSan Antonio • California, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $63,180 - $101,088 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in retirement plan administration, including knowledge of regulations and procedures, while providing exceptional customer service and support to clients. Proficient in educating clients on web tools and product features to enhance their experience.

Highest-signal resume keywords

Retirement Plan AdministrationASPPA Retirement Plan Fundamentals Certificate401(k) KnowledgeRetirement Plan Services OperationsClient Education

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Retirement Plan DesignRegulations KnowledgeProcedures KnowledgeProduct Offerings KnowledgeTerminology Knowledge

Soft Skills

Customer ServiceCommunicationLiaison Skills

Tools & Technologies

Web ToolsOnline Portal

Certifications & Qualifications

ASPPA Retirement Plan Fundamentals CertificateQKAQKC

Industry Keywords

Retirement Plan ServicesThird-Party AdministratorPlan SponsorsBusiness Partners

About the role

Key responsibilities & impact

Provide day-to-day service and support for Plan Premier Third-Party Administrator (PPTPA) customers
Respond to inquiries via inbound phone calls, emails, and online portal
Liaise with internal and external contacts including plan sponsors and business partners
Educate clients on web tools and admin features
Provide in-depth overview of system and product features as needed

Requirements

What you’ll need

Working knowledge of administration of retirement plan design, terminology, regulations, and procedures
Knowledge of Retirement Plan Services (RPS) operations, capabilities, and product offerings
ASPPA Retirement Plan Fundamentals (RPF) Certificate
401(k), 401(b) Retirement Plan Knowledge
Industry Credentials such as QKA, QKC are a plus.

Benefits

Comp & perks

Health benefits from day one
Generous time-away
Company-funded retirement contribution
2-for-1 matching gifts for charitable contributions
On-demand professional development resources