Retirement Plan Client Transition Specialist

Your Passion. Your Purpose. 

If you’re here, you’re looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm’s success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership.

No matter where you want to go in your career, Rehmann can help you get there. Whether you’re in the early stages of your professional journey or you’re further down your path, we’re focused on helping you achieve your goals – whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose.

To learn more about Rehmann, visit: https://www.rehmann.com/careers/  

Job Description:

Join our team and play a key role in helping clients confidently navigate important changes to their retirement plans. As a Client Transition Specialist, you’ll be at the center of client relationships—guiding them through transitions, solving problems, and ensuring everything runs smoothly from start to finish.

Your work directly impacts clients’ financial futures. By ensuring their retirement plans are handled smoothly and accurately, you help build trust, reduce stress, and create a better overall experience.

How You’ll Make an Impact:

• Lead smooth transitions: Help clients set up, change, or close retirement plans with accuracy and care
• Be the go-to expert: Answer client and advisor questions and provide clear, reliable guidance
• Keep things on track: Coordinate timelines, manage data, and ensure all details are completed correctly
• Ensure accuracy: Review balances, data, and documents so every transition is seamless
• Partner with advisors: Support client service needs and help deliver great outcomes
• Educate and support: Create materials and provide guidance to help clients understand their plans
• Collaborate across teams: Work with internal teams and external partners to deliver exceptional service

Your Desired Skills & Experiences:

• A strong ability to organize, prioritize, and manage multiple projects
• Excellent communication skills—you can explain complex topics in a clear, simple way
• A high level of attention to detail and problem-solving skills
• A client-first mindset and a collaborative, team-oriented approach
• Comfort working with data, spreadsheets, and systems
• A willingness to learn, grow, and ask questions
• Experience with retirement plans, financial services, or client onboarding
• Familiarity with Excel, Word, and similar tools

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We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.

When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be.

Rehmann is an Equal Opportunity Employer.