To support the onboarding of new clients, the full-time Implementation Account Manager will provide exceptional service during the implementation phase of retirement plans while working remotely. Key responsibilities: Provide excellent client/advisor experience during the implementation phase of their plan Request and coordinate the collection of necessary data from clients and outside professionals Act as a liaison between clients, advisors, and platform providers throughout the implementation process Required qualifications: Five or more years of retirement plan implementation/onboarding experience Ability to manage workload towards weekly goals in a results-oriented team environment High level of critical thinking Coachable and committed to professional development; industry credentials are an added bonus
Implementation Account Manager in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.