FINRA S6 Licensed Account Manager

Job Summary

A company is looking for an Account Manager in Retirement Plan Services.

Key Responsibilities

• Develop and maintain client satisfaction to retain existing clients
• Collaborate with internal partners to resolve challenges effectively
• Educate clients and implement solutions for their retirement plans

Required Qualifications

• 3 - 5+ years of experience in account or relationship management in the retirement industry
• Ability to work independently and as part of a team
• 4-year degree or equivalent work experience
• FINRA S6 license or ability to obtain within 90 days of hire
• Demonstrated critical thinking skills