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1 Jobs found for your query.

Retirement Account Manager

Account/Relationship management - Dubuque, IA
  • Full Time Position
  • Job No: REG0007C

The Account Manager is a client service role that focuses primarily on our emerging client segment which consists of client relationships with $10M in AUM and under. This individual will work in a national team structure and have complete oversight of the plan’s daily administration and serve as a liaison between their clients/advisors and internal partners.

Key responsibilities of the Account Manager Role are to:

  • Respond to client requests via phone and email
  • Negotiate services, fees and pricing with support from business partners
  • Facilitate client...
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