Job Summary
An insurance services company has an open position for a Remote Financial Plan Account Manager II.
Must be able to:
- Accountable for client retention, satisfaction and loyalty
- Provide technical assistance and on-going support and knowledge to clients and advisors
- Maintain plan and relationship specific information on our Customer Relationship Management tool
Qualifications for this position include:
- Bachelor’s degree in related field or an equivalent combination of education
- Professional certification: ASPPA CPC, QKA, QPA or NIPA (APA) (APR)
- 2 - 4 years a client-facing role working with defined contribution plan administration
- Experience with various plan types, investments, and federal pension regulations
