Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention.
- Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan.
- Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts
- Conduct participant education meetings and seminars, including one-on-one consultations
- Meticulously update CRM on a real time basis, and generate periodic departmental reports.
- Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines. Quarter end is typically fast paced.
- Offer additional support in facilitating RFP's from various vendors
- Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols.
- Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings
- Special projects as needed
KNOWLEDGE, SKILLS & ABILITIES
- Working knowledge of investment analytics (i.e. mutual funds, CIT's, subaccounts, etc.)
- Polished written and oral communication skills
- Familiarity with RPAG investment analysis software helpful but not required
- Prior experience with CRM software (Redtail and Salesforce a plus)
- A proven track record of excellent customer service
- Intermediate level knowledge of MS Office - Word, Excel, PowerPoint, Outlook
- Extremely detail oriented, proactive, and reliable in all aspects
- Working knowledge of facilitating virtual meetings via Microsoft Teams
EDUCATION & EXPERIENCE
- 1-3 years of experience in the financial services industry required. Experience with institutional retirement plans a plus but not required.
- Bachelor's degree preferred.
- Advanced industry designations such as CPFA, AIF, QKA, CFP preferred.
- FINRA Series 65 and CA Llife Insurance License required (Required within 90 days of hire if not already in possession.
Compensation starts at $75,000+ annually and is negotiable at time of offer.
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