Renaissance Financial ยท 16 hours ago
Retirement Plan Account Manager
St Louis, MO
Full-time
Onsite
Entry Level
2+ years expRenaissance Financial is seeking a Retirement Plan Account Manager to serve as the main point of contact for client and advisor inquiries. The role involves maintaining client relationships, updating plan information, and providing administrative support as necessary.
Financial Services
Responsibilities
Serve as the main point of contact for client and advisor inquiries, requests, or concerns. Address all matters promptly and effectively, striving for timely resolution. Communicate with advisors, clients, and vendors as needed
Update pan information in Salesforce and other department records as needed
Develop and maintain strong and long-lasting relationships with clients and financial advisors
Provide back up support for other Retirement Plan Account Managers
Perform other administrative duties as necessary
Qualification
Required
Serve as the main point of contact for client and advisor inquiries, requests, or concerns. Address all matters promptly and effectively, striving for timely resolution. Communicate with advisors, clients, and vendors as needed
Update pan information in Salesforce and other department records as needed
Develop and maintain strong and long-lasting relationships with clients and financial advisors
Provide back up support for other Retirement Plan Account Managers
Perform other administrative duties as necessary
Strong organizational skills and attention to detail in such things as composing, typing and proofing materials, establishing priorities and meeting deadlines
Excellent initiative, ability to learn quickly and work independently
Work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
High level of interpersonal skills to handle sensitive and confidential situations
Adaptive problem-solving skills to ensure excellent service and expedient business processing
Strong initiative to support team members with tasks and projects
This position requires demonstrated poise, tact, and diplomacy
Ability to interact and communicate with individuals at all levels of the organization
Must have High School diploma
Proficiency in the use of computer programs for: Microsoft Office Suite, Databases, Intranet, Adobe Acrobat
Typing of at least 50 wpm
Business professional office environment
Standard 40-hour work week, with flexibility to work additional hours as needed
Occasional travel may be required
Preferred
College degree preferred; must have High School diploma
Two or more years of experience in an office environment preferred
Working knowledge of retirement plans preferred
Company
Renaissance Financial
Renaissance Financial is a financial services firm that provides customized solutions to assist individuals and businesses in reaching their financial goals.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2008-11-30Debt Financing
Leadership Team
Natasha Leonard, M.P.A. (ENFJ)
Community Partnership Director
Company data provided by crunchbase