Note: The job is a remote job and is open to candidates in USA. PCS Retirement is an independent retirement solutions provider offering recordkeeping and related services for retirement plans, individual retirement accounts, and health savings accounts. The Individual Account Manager manages assigned distribution relationships, serves as a liaison among clients and internal teams, provides account support, and resolves issues to support client satisfaction and retention.
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- Assists Management in identifying procedures and policies that are outdated or ineffective and suggests opportunities for improvement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
Skills
- 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
- Bachelors' degree is preferred but not required
Benefits
- 401(k) match
- Medical
- Dental
- Vision
- Life insurance
- Short and long term disability
- Paid-time off
Company Overview