Client Manager, Retirement - Financial Services

Overview

This role involves supporting Retirement Plan Consultant(s) and plan sponsors with proactive, high-quality client service. You will collaborate with the Financial Services team and serve as an initial point of contact for clients to identify, research, and resolve issues.

Responsibilities

• Coordinate and support a team approach to client service.
• Interact daily with existing clients and recordkeepers via telephone, handling basic inquiries and service requests.
• Process and follow up on client documentation to ensure proper maintenance of accounts.
• Perform account maintenance using internal CRM and related systems (e.g., plan provisions and contact details).
• Schedule, prepare for, and facilitate committee meetings and participant education delivered at client locations or virtually.
• Prepare review material and coordinate plan review meetings for plan sponsors.
• Prepare meeting minutes, identify follow-up items, and coordinate with necessary parties.
• Create PowerPoint presentations.
• Respond proactively and in a timely manner to client requests for assistance and problem resolution.
• Participate in retirement plan strategy discussions with colleagues and industry partners to stay current on trends and changes.
• Manage projects, educate plan participants, act as vendor liaison, and perform other duties as assigned.

Requirements

• Ability to obtain Series 65 within 90 days of employment.
• Bachelor’s Degree preferred.
• 1–3 years of experience in a financial services environment; Retirement Plan experience preferred.

Knowledge, Skills, & Abilities

• Effective problem-solving skills to resolve client questions.
• Ability to organize, manage, and track multiple tasks in a fast-paced environment.
• Professional, service-oriented demeanor.
• Detail oriented to ensure accuracy of reports, correspondence, and tracking reports.
• Demonstrated ability to lead by example and help others provide a high level of customer service.
• Strong work ethic.
• Ability to multitask in a fast-paced environment.
• Effective communication skills, both orally and in writing, with all levels of the organization.
• Ability to work collaboratively as well as independently within a team environment.

Technical, Computer, and System Skills

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to learn other appropriate programs or software systems used by the organization as necessary.

Compensation & Benefits

• Not specified in the provided description.

Location

• Not specified in the provided description.

Equal Employment Opportunity

The organization is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws.

Additional Information

• This position description is intended to describe the level of work required and is not a contract.
• Reasonable accommodations may be provided to applicants and colleagues who need them for medical or religious reasons.
• The organization will not accept unsolicited resumes from any source other than directly from a candidate who applies through its career site.