Retirement Plan Services Account Manager

Higginbotham • Fort Worth, TX

8d • Onsite

About The Position

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Retirement Plan Services Account Manager for our Fort Worth, TX office. We are looking for a motivated individual to join our Retirement Services Team at Higginbotham. The Retirement Plan Services Account Manager position is responsible for providing exceptional services to our clients in both in a support role within the Retirement Services Team as well as directly to our clients and partners. This position provides a unique opportunity for the proper candidate to gain valuable experience with financial markets as well as practical skills in mutual fund research and client services.

Requirements

• Business Degree or equivalent work experience
• This role is designed for an entry-level candidate however prior experience in the retirement plan industry and/or the field of finance/investments is a plus.
• Must have your Series 65 license.

Responsibilities

• Operating Investment Reporting Software to create Plan Review Reports
• Assisting in the creation and construction of materials for presentation to clients
• Assisting in tracking of important plan deadlines
• Assist in developing and maintaining strong relationships with clients and partners
• Developing an understanding of retirement plan industry
• Developing a basic understanding of plan design and compliance
• Work with our partnering service providers on service enhancements and product developments to meet the needs of our clients

Benefits

• Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Employee Wellness Program
• Company paid holidays, plus PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level