Retirement Plan Account Manager

St. Louis, MO - USA

Monthly Salary: Not Disclosed

Posted on: 15 hours ago

Vacancies: 1 Vacancy

Department:

Operations

Job Summary

Primary Responsibilities

Serve as the main point of contact for client and advisor inquiries requests or concerns. Address all matters promptly and effectively striving for timely resolution. Communicate with advisors clients and vendors as needed.
Update pan information in Salesforce and other department records as needed.
Develop and maintain strong and long-lasting relationships with clients and financial advisors.
Provide back up support for other Retirement Plan Account Managers.
Perform other administrative duties as necessary.

Essential Characteristics

Strong organizational skills and attention to detail in such things as composing typing and proofing materials establishing priorities and meeting deadlines.
Excellent initiative ability to learn quickly and work independently.
Work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
High level of interpersonal skills to handle sensitive and confidential situations.
Adaptive problem-solving skills to ensure excellent service and expedient business processing.
Strong initiative to support team members with tasks and projects.
This position requires demonstrated poise tact and diplomacy.
Ability to interact and communicate with individuals at all levels of the organization.

Education Training & Experience

College degree preferred; must have High School diploma.
Two or more years of experience in an office environment preferred.
Working knowledge of retirement plans preferred.

Computer Equipment and Software

Proficiency in the use of computer programs for:
- Microsoft Office Suite
- Databases
- Intranet
- Adobe Acrobat
Typing of at least 50 wpm

Working Conditions

Business professional office environment
Standard 40-hour work week with flexibility to work additional hours as needed.
Occasional travel may be required

We are committed to providing an accessible work environment. If you need accommodations during the application or employment process please let us know.

Required Experience:

Manager

Primary ResponsibilitiesServe as the main point of contact for client and advisor inquiries requests or concerns. Address all matters promptly and effectively striving for timely resolution. Communicate with advisors clients and vendors as needed.Update pan information in Salesforce and other depart...