Client Manager - Retirement Services

Marsh & McLennan Companies, Inc.•Overland Park, KS

43d•Hybrid

About The Position

Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Manager at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Client Manager on the Retirement Services team, you will ensure adherence to professional ethics, industry standards, and regulatory compliance including MMA policies and Missouri state licensing laws. You will coordinate and prepare quarterly client reporting packages, assist with investment and data reporting, and manage vendor documentation to deliver accurate and timely client communications. In this role, you will advise clients on compliance policies, maintain thorough client records and documentation. You will also support client meetings by recording minutes, managing follow-ups, and presenting key data to clients and team members. Staying current on market products and provider updates, you will engage with vendors to share insights that enhance our client service experience. You should be detail-oriented, compliance-focused, and passionate about delivering exceptional client support. Our future colleague. We'd love to meet you if your professional track record includes these skills: Bachelor's degree or equivalent combination of education and training. 3-5 years retirement plan experience. These additional qualifications are a plus, but not required to apply: EPIC agency management system experience. MO Life & Health Producer's license. Securities License (Series 6, 63, 65 or an equivalent) We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check out our website or flip through our recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAUMW #LI-Hybrid #MMAretirement

Requirements

Bachelor's degree or equivalent combination of education and training.
3-5 years retirement plan experience.

Nice To Haves

EPIC agency management system experience.
MO Life & Health Producer's license.
Securities License (Series 6, 63, 65 or an equivalent)

Responsibilities

ensure adherence to professional ethics, industry standards, and regulatory compliance including MMA policies and Missouri state licensing laws
coordinate and prepare quarterly client reporting packages
assist with investment and data reporting
manage vendor documentation to deliver accurate and timely client communications
advise clients on compliance policies
maintain thorough client records and documentation
support client meetings by recording minutes, managing follow-ups, and presenting key data to clients and team members
Staying current on market products and provider updates
engage with vendors to share insights that enhance our client service experience