Risk Management Specialist

3 days ago


Baltimore, Maryland, United States Unison Risk Advisors Full time
Client Manager Job Description

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.
Requirements:
  • 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.
What We're Looking For:
  • A self-starter with excellent customer service skills and a passion for delivering exceptional client experiences.


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