Associate Client Executive, MJ Retirement
2 weeks ago
The Associate Client Executive - MJ Retirement is responsible for supporting MJ Retirement clients by delivering superior client service, managing client onboarding, and performing all plan and fund administration. This role requires a proactive problem-solver with strong analytical skills, excellent communication, and an ability to build strong client relationships. The Associate Client Executive serves as the main point of contact for clients in place of the advisors, ensuring seamless communication and execution of retirement plan services.
Essential functions
Client Service & Relationship Management
- Deliver superior client service to MJ Retirement clients.
- Troubleshoot problems and provide effective solutions to client issues, acting in the place of the advisor while facilitating clear and efficient communication both verbally and in writing to the client.
- Manage new client onboarding and client terminations.
- Run client meetings, including regularly scheduled investment reviews and specialty meetings such as Board, Committee, and Subcommittee meetings.
- Address and resolve any participant questions, ensuring excellent client satisfaction.
- Review and analyze client reports, ensuring accuracy and timely submission of necessary paperwork.
- Conduct quarterly reviews of performance reports and document meeting notes.
- Maintain and update client information across all technology platforms, including Microsoft Dynamics and Microsoft Access.
- Oversee and initiate plan and fund change requests.
- Supervise the vendor RFP process, including conducting interviews and managing the selection process.
- Develop and maintain productive relationships with Recordkeeper Relationship Managers and other third-party representatives.
- Manage Recordkeeper conversions, confirmations, and corrections.
- Bachelor's degree or equivalent experience
- CRPS (Chartered Retirement Plans Specialist) Required
- Series 65 License Required
- Minimum of 5-7 years of experience in a client service, a client support, or a client-facing role.
- Minimum of 3-5 years of experience working with retirement plans.
- Experience with retirement plan recordkeeping, investment platforms, and compliance requirements is required.
- Strong understanding of financial analysis and reporting.
- Ability to manage multiple client relationships in a fast-paced environment.
- Proficiency with Microsoft 365 and data management tools.
- Strong written and verbal communication skills, including public speaking.
- Strong mathematical and analytical skills.
- Excellent organizational and time management skills, with the ability to multitask and prioritize effectively.
- Familiarity with Microsoft Dynamics and Microsoft Access
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