Client Manager – Retirement Services

Marsh McLennan•Maryville, TN

12d•Hybrid

About The Position

Client Manager – Retirement Services 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.

Requirements

Bachelor’s degree or equivalent combination of education and training.
3-5 years retirement plan experience.
Detail-oriented
Compliance-focused
Passionate about delivering exceptional client support.

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.