at CPS

Date Posted: 4/19/2017

Job Description

Rapidly growing national investment consulting firm is looking to add to their Client Service staff in Charlotte!  Be a part of a dynamic team that is committed to providing the highest level of client service.


  • Position is responsible for proactively supporting Financial Advisors.
  • This role is an internal business partner to highly productive Financial Advisors and a liaison to Plan Sponsors.
  • Answer questions, give advice & solve issues regarding institutional 401(k), plans, investments, etc.
  • Build & strengthen relationships with external business partners.
  • Plans include 401(k), NQ, DB, etc.
  • Average clients range between $1M - $50M in assets.
  • MUST have a PASSION for client service!

Job Requirements


  • 3+ years experience in Retirement Services / Financial Services industry.
  • Strong understanding of retirement plans.
  • Ideal candidate will have 401(k) relationship management, recordkeeping / valuation experience and FINRA licensing (Series 6 or 7) or the ability to obtain within the 1st year of employment.
  • MUST have strong ERISA knowledge and client service experience!!! This is NON-NEGOTIABLE!
  • Exceptional attention to detail!

Job Snapshot

About Us

CPS,Inc. is one of the leading recruiting and professional staffing firms in the country. With over 40 years of recruiting expertise, the recruiters of CPS, Inc. have the market and technical knowledge to understand your employment needs. We provide permanent placement in the following industries: Accounting and Finance, Actuarial, Advertising, Big Data, Chemical Engineering, Information Technology, Employee Benefits, Engineering, Laboratory, Procurement and Supply Chain Management, Retirement Services and Sales and Marketing.

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