Account Manager - Retirement

Job Summary

A company is looking for an Account Manager in Retirement Plan Services.

Key Responsibilities

• Maintain client satisfaction and focus on client retention
• Collaborate with internal and external partners to resolve challenges
• Educate clients and implement solutions for retirement plans

Required Qualifications

• 3 - 5+ years of experience in relationship management and/or the retirement industry
• 4-year degree or equivalent work experience
• FINRA S6 required within 90 days of start
• ASPPA RPF required within 180 days of start
• Demonstrated strong relationship management skills