Account Manager

JOB SUMMARY/ORGANIZATIONAL **The Account Manager, Retirement Plans ("AM") reports directly to the President and provides support for the Investment division. This position will primarily be responsible for maintaining professional working relationships with a team of retirement plan professionals and ensure an outstanding level of customer service to clients. The AM will serve as liaison between clients, financial service providers, and third-party administrators. The AM must be a subject matter expert and make certain clients' needs are met in a timely manner. The AM must be willing to assume full responsibility of client retention. Problem solving skills and time management are crucial components for the AM. RESPONSIBILITIES/ESSENTIAL *Work diligently with clients, plan participants, financial service providers, and third-party administrators on a day-to-day basis. Follow up on and limit outstanding issues with clients and participants. Provide timely resolutions to clients and escalate issues to leadership, when appropriate.Prepare documentation for participant enrollment and education meetings including fulfillment of material requirements from vendors, and coordination of client meeting dates and times. Conduct individual enrollment meetings for plan participants. Respond professionally and efficiently to incoming service requests from individual plan participants and individual wealth management clients.Communicate with individual plan participants and plan administrators regarding rollovers, distributions, asset transfers, and other general questions regarding retirement plans. Provide advisory support to plan participants, plan sponsors and wealth management clients and prospects.Educate, monitor, and service wealth management clients. Record in Summit's CRM system all client data and activities including phone calls, emails and other correspondence, tasks, and appointments.Stay current with market trends and events, economic updates and financial industry regulations.Actively stay informed of products, plans, legislative and regulatory changes through industry communications, meetings, webinars and continuing education.Recognize areas of weakness, provide suggestions, and update documentation for process improvement.Perform general and administrative duties as assigned. *Previous work-related experience in Financial Services Industry preferredExperience using Microsoft Office 365; Outlook, OneDrive, SharePoint, and Dynamics preferred.EDUCATION *Bachelor's degree in Business preferred.****Group Life, Accident, and Health License preferredSIE (prerequisite to Series 7) required within 6 months of hireSeries 7 license required within 6 months of hireSeries 66 license, or Series 63 and 65, required within 6 months of hire

Created: 2025-02-16