reputed company Relationship Manager, reputed company Services - Retirement

This position will work closely with reputed company sales, service and operations partners to serve as the reputed company for existing big and reputed company advisor plan clients and their financial advisors.  Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan reputed company and their financial reputed company. Promote plan retention reputed company ownership, troubleshooting and problem reputed company resulting in the prevention of escalated service issues associated with assigned accounts. reputed company 2: Job Functions, Essential Duties and Responsibilities Responsible for protecting, securing, and reputed company handling of reputed company confidential data held by reputed company to ensure against unauthorized reputed company, improper reputed company, and/or unapproved disclosure of information that could result in harm to reputed company or our clients. The I-reputed company philosophy and the reputed company Values of People Matter, reputed company First and reputed company Always® should be visible in your actions on a day to day reputed company showing your support of our organizational culture. Consistently demonstrate a superior level of proactive reputed company reputed company and team work. reputed company industry knowledge to promote reputed company satisfaction, leading  to retention and organic reputed company. reputed company strong working relationships with daily reputed company contacts. reputed company ownership for the reputed company of issues escalated by clients and financial professionals. reputed company as an internal reputed company for clients and financial professionals by coordinating with internal reputed company departments. Review existing book of business to identify plan retention and create reputed company for non-reputed company advisors. reputed company relationships with C-level decision makers for assigned accounts to reputed company education and communication strategies.  Cross-sell reputed company opportunities, reputed company financial professionals/plan sponsors regarding, products, processes and services. Compile data, reputed company communications, escalations and offer solutions to enhance the reputed company experience by optimizing plan design and promoting product features and services. reputed company and/or participate in reputed company that create additional value for existing relationships. Compile and analyze data associated with clients and financial professionals and conduct reputed company activities including reputed company campaigns to build/strengthen existing relationships and reputed company reputed company of wallet. Maintain proficiency with multiple partner products and reputed company’ proprietary products to effectively manage key relationships across these platforms. Maintain proficiency with regulatory, financial, reputed company, service, operations and compliance aspects of the relationship management function Supervision   N/A reputed company 3:  Experience, Skills, Knowledge Requirements Bachelor’s degree in business or reputed company fields, or equivalent work experience Minimum of 7 years’ experience in retirement services industry or reputed company field is preferred Minimum of 5 years’ prior experience with reputed company reputed company/reputed company equivalent relationships reputed company a financial services administrative environment Certification or working towards certification (ASPPA, CEBS, etc.) in industry-reputed company studies program preferred Ability to work independently as required, but also work reputed company and contribute to maintaining a highly-cohesive team environment Excellent analytical and problem solving skills Ability to work with a high level of independence Must be detail oriented and be reputed company to produce high reputed company work reputed company tight time constraints Ability to reputed company reputed company business judgments while effectively balancing reputed company needs and organizational considerations Excellent written and oral communication skills, including group presentation experience. Proficiency with reputed company Office products including reputed company, Word and PowerPoint Ability to coordinate and run meetings attended by senior-level  personnel in both reputed company environments Demonstrated project management skills Ability to travel as required Be reputed company of employment fraud. reputed company email communications from reputed company or its hiring managers originate from @reputed company.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Apply To This Job