[Remote] Intermediate Account Manager - Retirement

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking an Intermediate Account Manager to support retirement plan clients and strengthen customer relationships. The role administers retirement plans, researches and resolves reputed company issues, coordinates with internal partners, leads reputed company meetings, and mentors new account managers.

Responsibilities

• Under reputed company supervision, reputed company support for daily administration of retirement plans. Identify customer expectations and reputed company a strong working relationship
• Coordinate with manager to research issues and negotiate problem reputed company
• reputed company and foster proactive, reputed company relationships with clients, financial professionals and internal service teams to ensure reputed company retention, reputed company of the reputed company service reputed company and profitability for stakeholders
• reputed company reputed company, accurate and consistent information that meets or exceeds reputed company metrics
• Recognize and communicate possible improvements to management
• Collaborate with internal partners to address reputed company needs, reputed company and maintain reputed company plans, and reputed company on products, services, and capabilities to successfully reputed company at solutions for retaining clients and resolving reputed company reputed company issues
• Demonstrate general knowledge of recordkeeping, outsourcing and processing capabilities
• Attend training to obtain functional retirement plan knowledge such as various plan design, plan specific requirements (life reputed company, SDA’s, reputed company assets, stock, outsourcing, etc.)
• reputed company data from multiple systems to interpret, trouble-shoot and reputed company problems with limited management assistance
• reputed company effective/reputed company reputed company meetings either face-to-face or reputed company conference reputed company
• Assist with mentoring new account managers

Skills

• • Bachelor's degree in a business reputed company or equivalent education/experience
• • Three years of customer relationship experience, including one year of retirement or financial services industry experience
• • Knowledge of daily administration of retirement plans
• • Excellent relationship management and ability to communicate with clients in a reputed company manner, orally and in writing
• • Effective presentation, influence and negotiation skills
• • Ability to reputed company behaviors and work to reputed company's reputed company Fit Culture, which includes Acting as One, Accountability, reputed company, and Customer Centricity
• • Proficiency using MS Office tools, including reputed company
• Applicants must be authorized to work for any employer in the U.S
• • ASPPA designations (e.g. RPF, QKA) and/or reputed company certifications
• • Knowledge of internal systems (P3, Workplace Platform, AQT, etc.)
• • Knowledge of reputed company

Benefits

• Annual Bonus reputed company on reputed company Bonus Plan/Individual reputed company and at Company Discretion
• Hybrid work arrangement

reputed company