✨ About The Role
- The Client Account Manager will serve as the primary point of contact for plan sponsors, managing their retirement plans and strategies.
- Responsibilities include understanding customer expectations and reducing administrative burdens associated with retirement plans.
- The role involves independently researching and addressing complex retirement plan matters, ensuring compliance with regulations.
- The candidate will promote customer satisfaction through effective service delivery and timely responses to client inquiries.
- The position requires acting as a liaison between plan sponsors and various internal teams to facilitate communication and service.
âš¡ Requirements
- The ideal candidate will have 3-5 years of experience in a customer-facing role, preferably in the retirement services industry.
- A strong passion for problem-solving and helping clients is essential for success in this position.
- The candidate should possess excellent communication skills, demonstrating confidence, professionalism, and empathy in interactions with clients.
- The ability to remain composed in high-stress situations while addressing customer needs is crucial.
- A proactive approach to service and the ability to work autonomously will be key traits for the successful candidate.
- Adaptability to a fast-growing startup environment and a positive attitude towards change are important characteristics.