FINRA S6 Licensed Account Manager

A company is looking for a Retirement Plan Account Manager to support its Retirement Plan Services business line.

Key Responsibilities

Develop and maintain client satisfaction to retain existing clients 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 account management or relationship management in the retirement industry

Ability to work independently and as part of a team

4-year degree or equivalent work experience

FINRA S6 license or ability to obtain within 90 days of hire

Demonstrated strong relationship management skills