Risk Management Specialist
3 days ago
At Unison Risk Advisors, we're seeking a skilled Client Manager to join our Retirement Services team. As a key member of our team, you'll be responsible for ensuring the efficient operation of our clients' retirement plans and providing exceptional customer service.
Key Responsibilities:- Act as the primary point of contact for our clients, addressing their day-to-day concerns and collaborating with recordkeepers to resolve issues in a timely manner.
- Follow up on service items related to investment management, plan design, and vendor management to ensure seamless client experiences.
- Maintain accurate client records to guarantee that all clients have complete and up-to-date information.
- Support the relationship management and practice management activities of the team, fostering strong client relationships and driving business growth.
- Schedule and conduct regular service interactions with clients throughout the year, ensuring their needs are met and exceeded.
- 3-7 years of client-facing experience in financial services, with a strong understanding of retirement programs and plan sponsor interactions.
- Hold or obtain the series 65 (or 66) within 90 days of employment.
- Preferred credentials include AIF, CFP, QKA, and CPFA.
- A self-starter with excellent customer service skills and a passion for delivering exceptional client experiences.
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Risk Management Specialist
1 week ago
Baltimore, Maryland, United States Unison Risk Advisors Full timeClient Manager Job DescriptionAt Unison Risk Advisors, we're seeking a skilled Client Manager to join our Retirement Services team. As a key member of our team, you'll be responsible for ensuring the efficient operation of our clients' retirement plans and providing exceptional customer service.Key Responsibilities:Act as the primary point of contact for our...
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Risk Management Specialist
1 week ago
Baltimore, Maryland, United States Unison Risk Advisors Full timeClient ManagerAt Unison Risk Advisors, we're seeking a skilled Client Manager to join our Retirement Services team. As a key member of our team, you'll play a vital role in ensuring the smooth operation of our clients' retirement plans.Key Responsibilities:Act as the primary point of contact for our clients, addressing their day-to-day concerns and working...
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Client Executive
1 week ago
Baltimore, Maryland, United States Unison Risk Advisors Full time{"title": "Client Executive Opportunity", "content": "Job SummaryUnison Risk Advisors is seeking a skilled Client Executive to join our Surety department. As a key member of our team, you will be responsible for building and maintaining strong relationships with clients, driving business growth, and ensuring exceptional client satisfaction.Key...
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Lead Risk Management Specialist
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Risk Management Professional
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Baltimore, Maryland, United States Unison Risk Advisors Full timeAbout the RoleUnison Risk Advisors is seeking a highly skilled Client Manager to join our Surety department. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, driving growth, and ensuring exceptional client satisfaction.Key ResponsibilitiesManage day-to-day Surety account...
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Risk Management Specialist
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Third Party Risk Management Specialist
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