Key Account Manager

Title: Key Account Manager 401(k) Location: Overland Park, KansasJob Description: JOB SUMMARY The Key Account Manager is responsible for ensuring overall client satisfaction and retention of partners, intermediaries and clients through qualitative servicing and value -added consulting. The Account Manager builds and strengthens these relationships by independently providing day -to-day exceptional customer service to ensure client expectations are met and/or exceeded. We do not accept resume submissions from third -party recruiters or staffing agencies. Please contact our recruiting team directly JOB DUTIES •Serves as the primary point of contact for retirement plan clients•Establishes and maintains strong working relationships with dedicated clients andpartners•Provides clear and concise communication regarding overall service expectations aswell as procedures and time frames to clients and partners related to complexquestions that require further research and analysis•Uses expertise to assist in the creation, delivery, execution and management ofcomplex financial plans•Responsible for increasing market share in their local market•Provides one-on-one individual counseling to current plan participants and non-participants•Proactively increases plan participation and participant savings rates within assignedaccounts•Organizes and conducts a broad series of group educational seminars designed toenhance participant knowledge and understanding of investment and savings basicprinciples•Effectively implements targeted savings and educational initiatives in conjunction withor as requested by plan sponsors•Regularly communicates with team members regarding client issues, service efforts,new initiatives and other opportunities to expand the existing client base•Maintains a positive attitude and willingness to adapt in a rapidly changingenvironment•All other duties and projects as assignedREQUIRED EXPERIENCE / QUALIFICATIONS •Series 63 and 65, or Series 66•7 years customer service experience within the retirement services industry•Solid knowledge and ability to present complex investment topics to clients•Comprehensive knowledge of retirement plans, ERISA, DOL and IRS regulations andplan documents (individually designed and prototype) • Computer literacy with record keeping systems and trust systems; experience with plan record keeping and trust reconciliations • Ability to handle highly detailed work with a great degree of accuracy • Bachelor's Degree, preferably in a related field such as Finance, Business or Marketing • Ability to work in a team environment to ensure common goal of providing exceptional customer service • Ability to travel as needed TECHNICAL SKILLS • Understanding and previous use of Windows • Proficiency in MS Word, Excel and PowerPoint • Understanding of mobile operating systems such as Android or IOS • Ability to adapt and integrate new technology quickly