Job Summary

• This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors.
• Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention.
• Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts.

Matching Summary

Skills & Requirements

Key Requirements

• Bachelor’s degree or equivalent work experience
• Minimum of 7 years’ experience in retirement services
• Minimum of 5 years’ direct client relationships
• Certification or working towards certification preferred
• Ability to work independently and in a team
• Excellent analytical and problem solving skills
• Detail oriented with high quality work
• Sound business judgments
• Excellent written and oral communication skills
• Proficiency with Microsoft Office products
• Ability to coordinate and run meetings
• Demonstrated project management skills
• Ability to travel as required

Work Rights