What are the responsibilities and job description for the Associate Account Manager, Retirement position at The MJ Companies?
About The Job
MJ Retirement is seeking a dedicated and detailed-oriented Client Advocate to collaborate closely with Account Managers and Client Executives in delivering high level service to our clients. This role involves precise attention to detail reviewing contracts for policy accuracy and provide day-to-day support customer support. We are seeking a proactive individual with strong problem-solving skills who can accurately address all clients’ needs with effective solutions
Essential Functions Other duties may be assigned to meet business needs.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical demands include: sitting, talking, hearing, seeing, standing, walking, stooping, lifting (25 pounds), grasping, reaching, pushing, pulling, repetitive hand and arm motion, and fine finger manipulation in the use of a computer.
Required Education
MJ Retirement is seeking a dedicated and detailed-oriented Client Advocate to collaborate closely with Account Managers and Client Executives in delivering high level service to our clients. This role involves precise attention to detail reviewing contracts for policy accuracy and provide day-to-day support customer support. We are seeking a proactive individual with strong problem-solving skills who can accurately address all clients’ needs with effective solutions
Essential Functions Other duties may be assigned to meet business needs.
- Collaborate with the Advisor and Client Executive to service clients
- Partner with Advisors, Client Executives, and Investment team to prepare meeting materials for Advisors and Client Executives
- Oversee the delivery of client reporting materials, client scheduling, and client committee membership
- Assist Advisors and Client Executives in retention of existing clients
- Develop and maintain productive relationships with key personnel at recordkeepers and TPA’s; serve as primary internal contact for service needs
- Responsible for the preparation of cost summaries for Account Manager review
- Review and maintain information in client management
- Highly proficient in the use of Microsoft Office products (Excel, Word, Outlook, PowerPoint)
- Demonstrated skills: problem-solving, sense of urgency, detail-oriented, excellent organizational and time management
- Exceptional written, verbal and interpersonal skills with keen attention to detail; professional presentation
- Strategic thinker with ability to prioritize projects
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical demands include: sitting, talking, hearing, seeing, standing, walking, stooping, lifting (25 pounds), grasping, reaching, pushing, pulling, repetitive hand and arm motion, and fine finger manipulation in the use of a computer.
Required Education
- Bachelor’s degree preferred
- 3 years experience with account management support or similar role
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