Client Service Advocate
4 weeks ago
MJ Retirement is seeking a dedicated and detail-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 providing day-to-day support to customers.
Key Responsibilities- Collaborate with the Account Manager, Client Executive, and Advisor to service clients
- Work with the Account Management Team to prepare client reporting materials for review by Client Executives
- Deliver client reporting materials to clients and other interested parties
- Collaborate with the Account Management Team to schedule client meetings, maintain client committee membership updates, and manage the internal client termination process
- Assist in the preparation and delivery of annual compliance documents to clients
- Assist Client Executives and Account Managers in retaining existing clients
- Gain working knowledge of the functionality of resource tools
- Assist in maintaining the client management system
- 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
- Excellent verbal and written communication skills; professional presentation; experienced with managing direct interaction with several parties including the client, recordkeepers/TPAs, and the internal staff
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- 1-2 years of work experience in a fast-paced professional services business
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