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Penserv Plan Services

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Trading Associate I, Relationship Manager - Anonymous employee Penserv Plan Services Employee Review

5.0
13 Nov 2015
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

I was hired as a Trading Associate where I dealt with the top investment firms across the country. The position really helped me understand the finance world. It also gave me a broad overview as to how a Retirement Plan works. Shortly thereafter, I started to apply some of the principals I learned about the retirement industry to my personal life. The company is truly invested in its employee's success and knowledge. I was able to move to a Relationship Manager position in which I dealt with clients mostly on the East Coast. The team environment was outstanding. I had to work with other areas of the company and always found people to be very helpful. The company grew a ton during the time I was employed there. Many of the employees have been there for over five years and several for over 20 years! Very vibrant and friendly atmosphere! You definitely always have something to do! They are a very family friendly organization with flexible schedules. I decided to pursue my MBA and relocated.

Cons

I cannot think of anything that affected me. I saw everything as a challenge.

Explore other reviews about Penserv Plan Services

5.0
3 May 2022
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Truly a great environment to work in.

Cons

None, I had a great experience

3.0
1 May 2025
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Great Location, Facilities are decent. Pay is good. Very flexible with personal issues.

Cons

Unprofessional behavior seems to have no consequences..... for some.

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