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Client Account Manager
Manage client accounts and develop strategies for their retirement plans.
Lindon, Utah, United States
Mid-Level
2 weeks ago
✨ About The Role
- The Client Account Manager will serve as the primary point of contact for assigned client accounts, developing strategies and solutions for their retirement plans.
- Responsibilities include managing customer expectations and reducing administrative burdens associated with retirement plans.
- The role involves anticipating and researching complex retirement plan matters to provide effective solutions.
- The candidate will promote customer satisfaction through timely service delivery and detailed responses to client inquiries.
- The position requires a thorough understanding of retirement plan administration, compliance regulations, and client objectives.
âš¡ Requirements
- The ideal candidate will have 3-5 years of experience in a customer-facing role, preferably within the retirement services industry.
- A strong passion for problem-solving and helping clients is essential for success in this position.
- Candidates should possess excellent communication skills, demonstrating confidence, professionalism, and empathy in all interactions.
- The ability to remain composed in high-stress situations while addressing customer concerns is crucial.
- A proactive approach to servicing customers and resolving issues independently is highly valued.
- Candidates should be adaptable and open to change, thriving in a fast-growing startup environment.
About Human Interest
The 401(k) for small and medium-sized businesses.