Key Account Manager

Title: Key Account Manager 401(k) Location: New York/New Jersey Job 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 and partners • Provides clear and concise communication regarding overall service expectations as well as procedures and time frames to clients and partners related to complex questions that require further research and analysis • Uses expertise to assist in the creation, delivery, execution and management of complex 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 assigned accounts • Organizes and conducts a broad series of group educational seminars designed to enhance participant knowledge and understanding of investment and savings basic principles • Effectively implements targeted savings and educational initiatives in conjunction with or 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 changing environment • All other duties and projects as assigned REQUIRED 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 and plan 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