Account Manager

• Provide outstanding customer service with daily retirement plan administration by responding to inquiries, researching and providing resolution to customers
• Partner with Client Executives and internal partners to enhance customer relationships and satisfaction
• Support daily administration of retirement plans with minimal supervision
• Identify customer expectations and develop strong working relationships
• Coordinate with manager to research issues and negotiate problem resolution
• Develop and foster proactive relationships with clients, financial professionals and internal service teams to ensure client retention and growth
• Provide prompt, accurate and consistent information that meets or exceeds quality metrics
• Recognize and communicate possible improvements to management
• Collaborate with internal partners to address client needs, develop and maintain action plans, and consult on products, services, and capabilities
• Demonstrate general knowledge of recordkeeping, outsourcing and processing capabilities
• Attend training to obtain functional retirement plan knowledge (plan design, plan specific requirements, outside assets, stock, outsourcing, etc.)
• Gather data from multiple systems to interpret, troubleshoot and resolve problems
• Lead effective/strategic client meetings face-to-face or via conference call
• Assist with mentoring new account managers

Int Account Manager, Retirement

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