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About the role
Key responsibilities & impact- Work closely with sales, service and operations partners to manage existing accounts
- Ensure successful service experience, product enhancements, and plan retention
- Provide consultative advice and support to clients and financial professionals
- Promote plan retention via ownership, troubleshooting and problem resolution
- Develop strong working relationships with daily client contacts
- Act as an internal advocate for clients coordinating with various departments
- Cross-sell revenue opportunities and develop communication strategies
- Conduct outreach activities to build/strengthen existing relationships
- Maintain proficiency with partner products and compliance aspects
Requirements
What you’ll need- Bachelor’s degree in business or related fields, or equivalent work experience
- Minimum of 7 years’ experience in retirement services industry or related field is preferred
- Minimum of 5 years’ prior experience with direct client/client equivalent relationships within a financial services administrative environment
- Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred
- Excellent analytical and problem solving skills
- Proficiency with Microsoft Office products including Excel, Word and PowerPoint
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
analytical skillsproblem solvingclient relationship management
Soft Skills
communication strategiesconsultative advicetroubleshootingproblem resolutionrelationship buildingadvocacy
Certifications
Bachelor’s degreeASPPACEBS