Account Manager

2 weeks ago

Tulsa, Oklahoma, United States Summit Financial Group, Inc. Full time $60,000 - $120,000 per year

JOB SUMMARY/ORGANIZATIONAL IMPACT:

The Account Manager, Retirement Plans ("AM") reports directly to the President and provides support for the Investment division. This position will primarily be responsible for maintaining professional working relationships with a team of retirement plan professionals and ensure an outstanding level of customer service to clients. The AM will serve as liaison between clients, financial service providers, and third-party administrators. The AM must be a subject matter expert and make certain clients' needs are met in a timely manner. The AM must be willing to assume full responsibility of client retention. Problem solving skills and time management are crucial components for the AM.

RESPONSIBILITIES/ESSENTIAL FUNCTIONS:

  • Work diligently with clients, plan participants, financial service providers, and third-party administrators on a day-to-day basis. Follow up on and limit outstanding issues with clients and participants. Provide timely resolutions to clients and escalate issues to leadership, when appropriate.
  • Prepare documentation for participant enrollment and education meetings including fulfillment of material requirements from vendors, and coordination of client meeting dates and times.
  • Conduct individual enrollment meetings for plan participants.
  • Respond professionally and efficiently to incoming service requests from individual plan participants and individual wealth management clients.
  • Communicate with individual plan participants and plan administrators regarding rollovers, distributions, asset transfers, and other general questions regarding retirement plans.
  • Provide advisory support to plan participants, plan sponsors and wealth management clients and prospects.
  • Educate, monitor, and service wealth management clients.
  • Record in Summit's CRM system all client data and activities including phone calls, emails and other correspondence, tasks, and appointments.
  • Stay current with market trends and events, economic updates and financial industry regulations.
  • Actively stay informed of products, plans, legislative and regulatory changes through industry communications, meetings, webinars and continuing education.
  • Recognize areas of weakness, provide suggestions, and update documentation for process improvement.
  • Perform general and administrative duties as assigned.

EXPERIENCE:

  • Previous work-related experience in Financial Services Industry preferred
  • Experience using Microsoft Office 365; Outlook, OneDrive, SharePoint, and Dynamics preferred.

EDUCATION REQUIRED:

  • Bachelor's degree in Business preferred.

CERTIFICATIONS:

  • Group Life, Accident, and Health License preferred
  • SIE (prerequisite to Series 7) required within 6 months of hire
  • Series 7 license required within 6 months of hire
  • Series 66 license, or Series 63 and 65, required within 6 months of hire

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