Job Summary
A financial services company is seeking a Remote Retirement Client Relationship Account Manager in Fort Wayne.
Must be able to:
- Facilitate discussion regarding contract pricing
- Analyze customer feedback to better meet emerging customer expectations
- Advise management on strategic partner's needs and issues
Skills and Requirements Include:
- 4 Year/Bachelor's degree or equivalent work experience
- FINRA S6 certification within 90 days of hire
- Working knowledge of qualified retirement plan/product/regulatory requirements
- 3 - 5+ years experience in relationship management
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)