A company is looking for a Retirement Plan Account Manager.
Key Responsibilities
Focus on client retention and satisfaction through relationship building
Collaborate with internal partners to resolve challenges and implement solutions
Lead and participate in organizational and client projects and initiatives
Required Qualifications
3 - 5+ years of experience in relationship management and / or the retirement industry
FINRA S6 license or ability to obtain within 180 days of hire
ASPPA RPF certification or ability to obtain within 180 days of hire
4-year degree or equivalent work experience
Demonstrated strong relationship management skills
Account Manager • Plano, Texas, United States