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© All Rights Reserved. ApplyBlast.com
KerberRose
KerberRose Wealth Management is seeking a detail-oriented Retirement Plan Service Consultant to support the retirement plan team with onboarding new plans and coordinating ongoing services. This role involves serving as a liaison between plan sponsors, recordkeepers, TPAs, and advisors while maintaining accurate CRM records and documentation. The position focuses on delivering high-touch service and troubleshooting client issues to ensure consistent service delivery.
KerberRose is a Wisconsin CPA firm offering accounting, tax, audit, advisory, payroll, and wealth management services for businesses and individuals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for KerberRose.
KerberRose didn’t post a salary, so this is our estimate from similar listings.