Job Summary
A company offering a range of financial services and solutions is seeking a Remote Retirement Plan Services Account Manager.
Core Responsibilities of this position include:
- Developing and strengthening relationships with internal/external retirement plan stakeholders
- Advocating on the customer's behalf by influencing the direction of key projects and initiatives
- Developing, maintaining, & executing more complex client relationship management plans
Applicants must meet the following qualifications:
- 4 Year/Bachelor's degree
- OR equivalent work experience (4 years of experience in lieu of Bachelor's)
- FINRA S6 certification within 90 days of hire
- 3 - 5+ Years experience in a similar relationship management position
- Demonstrated strong relationship management skills with internal clients
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
