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Retirement Account Manager
A company is looking for an Account Manager - Retirement (401k). Key Responsibilities Provide support for daily administration of retirement plans and develop strong client relationships Research issues and negotiate resolutions while coordinating with management Communicate client needs and develop action plans to enhance service and satisfaction Required Qualifications Bachelor's degree in a business field or equivalent education/experience Two years of customer relationship experience or experience in the retirement or financial services industry Ability to present, influence, and negotiate effectively Proficiency using MS Office tools, including Excel Ability to align with the company's Future Fit Culture values
A company is looking for an Account Manager - Retirement (401k).
Key Responsibilities
Provide support for daily administration of retirement plans and develop strong client relationships
Research issues and negotiate resolutions while coordinating with management
Communicate client needs and develop action plans to enhance service and satisfaction
Required Qualifications
Bachelor's degree in a business field or equivalent education/experience
Two years of customer relationship experience or experience in the retirement or financial services industry
Ability to present, influence, and negotiate effectively
Proficiency using MS Office tools, including Excel
Ability to align with the company's Future Fit Culture values