FINRA S6 Licensed Account Manager

Job Summary

A company is looking for a Retirement Plan Account Manager.

Key Responsibilities

• Develop and maintain client satisfaction to ensure retention of existing clients
• Collaborate with internal partners to resolve challenges and implement solutions
• Lead and participate in organizational and client projects and initiatives

Required Qualifications

• 3 - 5+ years of experience in account management and/or relationship management in the retirement industry
• 4-year degree or equivalent work experience
• FINRA S6 license or ability to obtain within 90 days of hire
• Demonstrated strong relationship management skills
• Ability to work independently and as part of a team