Employer Retirement Plan Client Account Manager

Troy, MI 48098

Posted: 06/11/2019 Industry: Employee Benefits & Retirement Services Job Number: SC 6/11/19 #1 Pay Rate: 60,000 - 80,000

Work with an RIA that ranked on FT's Top 300 Financial Advisors list. Communicate with Qualified Retirement Plan sponsors daily and help them with new plan onboarding and administration. Help plan sponsors with year end reporting; train Plan Sponsors on how to process contributions and how to use website; process contributions based on eligibility, contributions, and vesting; track plan performance. Have or obtain within one year of hire  FINRA 65 (you will eventually talk with plan sponsors about investments after you are licensed). Desire to learn in a growing, dynamic company that puts client service first. Client communication abilities are paramount importance in this position. This is an in-office position, not telecommute.



--2+ years qualified plan experience

--Series 65 or willingness to obtain within one year of hire

--Excellent client service and problem solving skills

--Desire to work with diverse team members




Sue Czepiel
Executive Recruiter

Industry Expertise: Defined Contribution, Defined Benefit, 401(k), Qualified Plans, Non Qualified Plans, ESOP, Taft-Hartley, 403(b), ERISA Compliance, Plan Administration, Conversions/Implementation, Wealth Management, Financial Advisors, Institutional Retirement Sales, Wholesaling

Types of Positions:  Plan Administration, Conversions/Implementation, Compliance/ERISA, Client Relationship Manager, Education/Enroller, Sales/Wholesaling/DCIO, Wealth/Retirement Financial Advisor, Manager, Director, VP.

The best part of my job: I build and maintain long term relationships. When I help a candidate advance their career and help a client hire the right person, it's a great feeling.

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