Title: Senior Retirement Account Manager

Position Type: Full Time

Department: Operations

Location: Southfield, MI and/or Carlsbad, CA

Job Summary:

We’re currently searching for a full-time Senior Retirement Account Manager to work in our Operations Department.  This position has tremendous potential for growth and other opportunities within the company. The ideal candidate will have a great balance of attention to detail and a passion for helping people along with experience in the financial sector.

Primary Responsibilities:

• Respond to inbound customer service calls.

• Initiate outbound customer service calls.

• Build relationships with clients and see their process through, start to finish.

• Work with partner financial institutions and custodians to help facilitate client funding.

• Learn the technical aspects of the product effectively and be able to answer FAQs.

• Perform responsibilities in a consistent and reliable manner.

Experience/Education:

• An Associate’s or Bachelor’s Degree in a related field, or 5+ years experience in the retirement account field.

• Experience working with retirement plans and/or in the financial sector.

• Real-life examples of successful relationship-building with clients.

Qualifications:

• Solid customer service experience.

• Meticulous attention to detail.

• Proficiency in using Microsoft Excel & Word.

• Excellent communication, organizational and computer skills.

• Strong ability to work independently, including multitasking and establishing own priorities based on workload and client need.

• A team player with a positive attitude & a high level of patience.

• A proactive approach to problem solving.