hirly
Sign inGet started free

KerberRose S.C.

Retirement Plan Service Consultant

Shawano, WI

See how you match this job — and similar ones. Free.

Upload your resume and hirly scores it against this role at KerberRose S.C. first, then against similar open jobs, and shows where you fit and why.

PDF or DOCX, up to 12MB. No sign-up to see your matches.

Get past the screening software and onto a recruiter's desk

hirly rewrites your resume for this job — matching the keywords and skills in the posting, moving your most relevant experience to the top, and writing a cover letter to fit. About 30 seconds.

  • Keywords matched to this posting
  • Fit score before you apply
  • Cover letter included

Matched against 2.4M live jobs from 200,000+ employers in 200+ countries.

Tailor my resume for this job →

Apply from your AI assistant

Connect hirly to Claude and ask it to apply to this job. hirly tailors your resume, fills the employer’s form and asks before sending. ChatGPT: manual setup today.

See how it works

Some employer sites stop an application at a CAPTCHA or sign-in and hand it back with a link. Applying needs a paid plan. Works with any assistant that supports MCP.

hirly's read of this role

Seniority
Mid level
Country
US
Work mode
On-site / unstated
First seen by hirly
26 Sept 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

Description

KerberRose is a trusted advisor for accounting and wealth management services throughout Wisconsin. We remain committed to excellent service and meaningful client relationships. Our people-first philosophy values relationships with our team, clients, and communities.

KerberRose Wealth Management is seeking a detail-oriented Retirement Plan Service Consultant to support our retirement plan team. This role focuses on onboarding new retirement plans, coordinating ongoing services, and supporting advisors and clients through a high-touch service model. The ideal candidate is organized, collaborative, and experienced in retirement plan operations.

Responsibilities

Lead and coordinate onboarding of new retirement plans

Serve as liaison between plan sponsors, recordkeepers, TPAs, and advisors

Coordinate ongoing service schedules with the 401(k) advisor

Prepare for and follow up on client meetings

Manage service workflows and track deliverables

Support advisors with plan administration and client communication

Troubleshoot client issues and coordinate resolutions

Maintain accurate CRM records and documentation

Identify process improvements to enhance service delivery

Collaborate with internal teams to ensure consistent service

Requirements

5–10 years of experience in retirement plan services or administration

Strong understanding of 401(k), 403(b), and retirement plans

Experience working with recordkeepers, TPAs, and plan sponsors

Strong organizational and project management skills

Excellent communication skills

Proficiency in Microsoft Office and CRM systems

Professional designations (AIF®, CRPS®, QKA) preferred

Culture and Core Values

KerberRose offers a supportive and professional environment with a focus on growth and development. Our core values include Honesty, Integrity, Respect, Balanced Life, and Community Orientation.

Wellness at KerberRose

We offer a comprehensive benefits package including health, dental, vision, 401(k), and professional development opportunities.

Original posting on KerberRose S.C.'s site ↗

Similar jobs

Browse similar roles

Want this one?

Upload your resume and hirly rewrites it for this job and writes the cover letter — in about thirty seconds, before you sign up.

Tailor my resume for this job