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Retirement Plan Client Liaison

2 months ago

Northbrook, Illinois, United States 5H2 Hub International Midwest Limited Full time

About 5H2 Hub International Midwest Limited

In an ever-evolving landscape, 5H2 Hub International Midwest Limited offers strategic guidance to both businesses and individuals, preparing them for unforeseen challenges. As a prominent global insurance broker, our mission is to ensure our clients have the assurance that their vital interests are protected through dedicated advocacy and tailored insurance solutions. Our growing team across North America is composed of a diverse array of entrepreneurs and leaders, all recognized for their excellence in the insurance sector.

Why Join Us?

With a network of over 450 offices throughout North America, we provide a competitive, dynamic, and welcoming work atmosphere that strategically positions our employees for long-term success. At 5H2 Hub, we prioritize investing in our employees' futures by offering continuous growth opportunities. Our entrepreneurial culture cultivates an empowering environment where our team members can make informed decisions for our clients and the organization, focusing on enhancing the industry expertise of our insurance professionals to better serve our valued clients. We are dedicated to providing competitive and flexible benefits that align with your evolving needs. Join us in taking the first steps towards creating a future that combines a diverse, stimulating work environment with financial stability and career satisfaction.

Here are some reasons why you would be an excellent fit for our team:

  • Seek a progressive work environment within a rapidly growing organization
  • Desire to assist others in securing their financial future
  • Possess an entrepreneurial mindset and enthusiasm for business expansion
  • Committed to continuous learning and development to enhance industry knowledge
  • Self-driven to master the technical aspects of our operations
  • Value integrity and prioritize building success through nurturing relationships

Role Overview

The Retirement Solutions Relationship Manager serves as the secondary point of contact for a designated portfolio of retirement plans, ensuring the delivery of comprehensive client services. Collaborating with the lead advisor, this position addresses complex operational and compliance challenges. A deep understanding of plan design, customer service, and internal reporting is essential. The Relationship Manager oversees quarterly reporting for all Retirement Clients, manages meeting documentation, and supports ongoing client initiatives. This role involves daily communication with both internal and external stakeholders to maintain, strengthen, and establish robust client relationships; coordinates plan management with service providers; participates in client meetings and calls; and proactively resolves plan-related issues within established timelines.

Key Responsibilities:

  • Engage in daily interactions with clients, facilitating conference calls and meetings for consultation and issue resolution.
  • Centralize the generation of quarterly reports.
  • Coordinate and manage data entry across multiple reporting platforms and spreadsheets.
  • Complete routine monthly and quarterly deliverables for both internal and external clients.
  • Ensure the highest level of customer service and satisfaction.
  • Proactively assist in optimizing services, implementing new applications and software, enhancing products, and introducing new fiduciary tools.
  • Coordinate the production of custom or specialized reports as needed.
  • Provide guidance and mentorship to junior staff members.
  • Execute other assigned tasks as required.

Qualifications:

  • Bachelor's degree is required.
  • FINRA Series 6 & 63, along with applicable state licenses, must be obtained within a specified timeframe.
  • A minimum of three (3) years of relevant experience in the financial services sector is required.
  • A comprehensive understanding of the industry is crucial.
  • Demonstrated proficiency with investment products is essential.
  • Effective communication and presentation skills are necessary.
  • Basic computer skills in Microsoft Word, Excel, PowerPoint, and Outlook are required.
  • Experience with CRM systems is advantageous.
  • Face-to-face experience, preferably in a field structure setting, is required.
  • A collaborative team player who is adaptable in a growing organization.

5H2 Hub International Midwest Limited is an equal opportunity employer that values diversity and prohibits discrimination based on various characteristics to comply with laws. We are committed to making our website accessible to all users. For inquiries regarding website accessibility or assistance with the application process, please reach out to the US Recruiting Team. This contact is solely for accommodation requests; do not inquire about application status.