Client Manager – Retirement Services

Maryville, MO - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Company:

Description:

Client Manager Retirement Services

Our not-so-secret sauce.

Award-winning inclusive Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. The industrys 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 worlds 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 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.

Wed love to meet you if your professional track record includes these skills:

Bachelors 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 Producers license.
Securities License (Series 6 63 65 or an equivalent)

We know there are excellent candidates who might not check all of these boxes. Dont be shy. If youre close wed 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.

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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 EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

#MMAUMW

#LI-Hybrid

#MMAretirement

Required Experience:

Manager

Company:Description:Client Manager Retirement ServicesOur not-so-secret sauce.Award-winning inclusive Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. The industrys brightest talent drive our efforts to deliver purposeful work and meaningful impact e...