Client Relationship Manager - Retirement Plan Consultant
About The Position
We are looking for a professional, organized, detail-oriented team player to join HUB International Retirement & Private Wealth. We have 600 locations in North America with 20,000 employees serving over 10,000 retirement plans. In this role, you will: Build, maintain, and strengthen our relationships with our retirement plan clients; Responsible for proactive relationship management with clients and external partners; Build strategies to overcome any challenges or goals a client may have each year; Manage multiple client service requests daily through telephone and email; Have responsibility for presenting quarterly investment reports to our retirement committees as part of our 3(21) and 3(38) Investment Fiduciary services; Work closely with our vendor partners in servicing our clients; Assist the sales team in prospecting for potential new customers or new services our company could provide; Review of meeting materials for meetings using Microsoft Office (Outlook, Word, PowerPoint, Excel) and proprietary reporting systems; Assist with client events, client support, and special projects; Be willing to be part of team that helps each other meet our goals to grow our book of clients. Valuable experience for someone applying for this job: Securities licensing (Series 65); is required or something a candidate would be required within 60-days of employment. AIF, CPFA, CFP designations would be beneficial but not required in role; Background in retirement plan and investments including 401(k), 403(b) 457(b) Pension, ESOP, and PEPs; Experience with retirement plan design options and compliance topics; Comfortable speaking with people on the in group settings or on the phone, with a positive attitude, and professional interpersonal skills; Comfortable speaking to large groups like client training or participant education; Project management experience with working on several projects with different timelines simultaneously; Strong attention to detail and organizational skills; Independent person able to problem solve and work well without oversight; Proficient in Microsoft Office including Word, Excel, PowerPoint and Outlook; Also, helpful to have experience with Sales Force or client management data bases.
Requirements
- Securities licensing (Series 65) is required or something a candidate would be required within 60-days of employment
- Background in retirement plan and investments including 401(k), 403(b) 457(b) Pension, ESOP, and PEPs
- Experience with retirement plan design options and compliance topics
- Comfortable speaking with people on the in group settings or on the phone, with a positive attitude, and professional interpersonal skills
- Comfortable speaking to large groups like client training or participant education
- Project management experience with working on several projects with different timelines simultaneously
- Strong attention to detail and organizational skills
- Independent person able to problem solve and work well without oversight
- Proficient in Microsoft Office including Word, Excel, PowerPoint and Outlook
- 2-5 years of relevant experience
- High school or equivalent
Nice To Haves
- AIF, CPFA, CFP designations would be beneficial but not required in role
- Helpful to have experience with Sales Force or client management data bases
Responsibilities
- Build, maintain, and strengthen our relationships with our retirement plan clients
- Responsible for proactive relationship management with clients and external partners
- Build strategies to overcome any challenges or goals a client may have each year
- Manage multiple client service requests daily through telephone and email
- Have responsibility for presenting quarterly investment reports to our retirement committees as part of our 3(21) and 3(38) Investment Fiduciary services
- Work closely with our vendor partners in servicing our clients
- Assist the sales team in prospecting for potential new customers or new services our company could provide
- Review of meeting materials for meetings using Microsoft Office (Outlook, Word, PowerPoint, Excel) and proprietary reporting systems
- Assist with client events, client support, and special projects
- Be willing to be part of team that helps each other meet our goals to grow our book of clients
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
