Individual Account Manager

Yesterday

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PCS Retirement

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Daily valuation recordkeeping of open architecture 401(k) • Fiduciary Protection • Recordkeeping • 401(k) • 403(b)

201 - 500

Description

• Manage assigned group of distribution relationships for PCS Retirement solutions • Provide high level of customer service and build relationships for retention • Facilitate regular calls with distribution partners and provide updates • Resolve client-related issues efficiently and effectively • Coordinate onboarding efforts with Sales, Service, and Operations teams • Ensure accuracy of client data and confidentiality of PII • Identify opportunities for procedure improvements • Participate in ongoing training and self-development • Conduct professionally and partner with upper management

Requirements

• 3-5 years of client relationship management experience required, preferably in the retirement industry • Bachelors’ degree is preferred but not required • Knowledge of 401k plans, IRAs, and/or 403b, 457 plans • Understanding of financial industry operations, mutual fund classification, trading, commissions, and general banking practices • Experienced in coordinating and running client meetings • High level of accountability and ownership of assigned relationships • Strong organizational and time management skills • Reasoning and problem-solving skills to research and resolve general problems • Technical proficiency and highly adaptive to learning and working in multiple systems • Proficiency in Salesforce and Microsoft Office applications • Communication skills and professional demeanor to interact with all levels of management • Work independently and in a team environment

Benefits

• 401(k) match • medical • dental • vision • life insurance • short and long term disability • paid-time off