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PCS Retirement · 2 days ago

Individual Account Manager

United States

Full-time

Remote

Mid Level

$65K/yr - $85K/yr

3+ years exp

PCS Retirement, LLC is one of the nation's largest independent retirement solution providers, offering comprehensive retirement solutions. The Individual Account Manager is responsible for managing distribution relationships, ensuring client satisfaction, and providing proactive communication and support to internal and external clients.

ConsultingFinanceFinancial ServicesRetirement

Responsibilities

Serves as the primary point of contact in addressing an array of requests from basic to complex from advisors, TPAs and plan sponsors

Provides a high level of customer service, builds relationships to ensure retention, and facilitates organic growth

Facilitates regularly scheduled calls with distribution partners to discuss outstanding items and provide updates on company initiatives

Takes ownership and applies critical thinking and problem-solving skills to resolve client-related issues efficiently and effectively and mobilizing internal teams necessary to solve escalated issues

Coordinates efforts with Sales team to ensure broad coverage and regular contact with distribution partners in assigned territory

Acts as liaison between Service, Sales, Operations teams to facilitate smooth onboarding of new clients

Reviews client data periodically for accuracy and adheres to the strictest standards of oversight, ensuring all PII is kept confidential and secure

Assists Management in identifying procedures and policies that are outdated or ineffective and suggests opportunities for improvement

Demonstrates efficiency and flexibility in resolving escalations in a fast-paced work environment with frequent interruptions and changing priorities

Assists other areas of the organization with various functions when volume is high and/or staffing levels are low

Conducts themselves professionally and partners with upper Management accordingly

Performs other duties and responsibilities as assigned

Qualification

Client relationship managementNon-ERISA plansFinancial industry operationsSalesforce proficiencyMicrosoft Office proficiencyOrganizational skillsProblem-solving skillsCommunication skillsTeamworkTime management

Required

3-5 years of client relationship management experience required, preferably in the retirement industry

Knowledge of Non-ERISA plans (IRAs, and/or 403b, 457)

An understanding of financial industry operations, mutual fund classification, trading, commissions, and general banking practices

Experienced in coordinating and running client meetings

High level of accountability and ownership of assigned relationships

Strong organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines

Reasoning and problem-solving skills to research and resolve general problems

Technical proficiency and highly adaptive to learning and working in multiple systems

Proficiency in using required software applications, including Salesforce and Microsoft Office applications (specifically, Word, Excel, PowerPoint and Outlook) necessary for creating documents, creating and analyzing spreadsheets, and managing business correspondence

Communication skills and professional demeanor to interact with all levels of management, other associates and counterparts at other firms

Work independently and in a team environment as well as support broader initiatives with guidance from a Supervisor

Work well under stress created by time deadlines, workflow volume changes and telephone/associate inquiries

Learn and understand the various legal documents required by various companies in order to process client requests

Learn and apply new information, skills, and processes quickly including the various regulations, back office systems and plan document materials

Read and interpret financial statements, perform accurate data entry, 10 keys by touch, and type at least 30 words per minute