Client Relationship Manager – Banking & Investments
Bank of America
Account Manager - Retirement
Lincoln Financial
full-time
Posted on:
Location: Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $69,000 - $124,600 per year
Job Level
Mid-LevelSenior
About the role
- Focus on retention of our existing clients by developing and maintaining client satisfaction through relationship building
- Collaborating with internal partners to establish and implement balanced resolutions to challenges
- Exploring, participating in and leading organizational and client projects and initiatives
- Educating clients and implementing solutions for the benefit of clients and their retirement plans, as well as Lincoln
- Implementing process improvements and efficiencies
Requirements
- 3 – 5 + years’ experience in account management and/or relationship management and retirement industry
- Ability to work independently and as part of a team
- Demonstrated strong relationship management skills
- 4-year degree or equivalent work experience
- Demonstrated critical thinking skills
- FINRA S6 license or obtains within 90 days of hire
