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Client Relations Specialist

2 months ago

Charlotte, North Carolina, United States RPCG LLC Full time
Client Relations Specialist

R.P.C.G., LLC (R.P.C.G.) is in search of a committed Client Relations Specialist to enhance their operations. This position focuses on delivering assistance for Retirement Plan and Retail Client Service Models, guaranteeing precise client information, and engaging with clients to inform them about retirement solutions.

Advantages of Being Part of Our Organization:

  • Attractive salary and comprehensive benefits package.
  • Prospects for professional advancement in the retirement planning sector.
  • Collaborative and nurturing team atmosphere.
  • Opportunities for professional growth and educational reimbursement.
  • Participation in community service and outreach initiatives.

Key Responsibilities:

  • Facilitate client communication and resolve issues.
  • Assist in the enrollment of participants into retirement plans.
  • Organize client meetings and ensure follow-up on action items.
  • Accurately maintain client records and data.
  • Support the Retail Client Service Model.
  • Oversee financial planning processes for clients.
  • Ensure timely execution of tasks such as Required Minimum Distributions (RMDs) and financial plans.

Qualifications:

  • Bachelor's degree in Business or Finance.
  • At least three years of experience in client services or account management.
  • Proficient in Microsoft Office Suite.
  • Exceptional communication and interpersonal abilities.