Account Manager - Retirement Plans

Summit Financial Group, Inc.; Tulsa (OK); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Tuition assistance

Job summary

A financial services company is seeking an Executive Vice President to manage relationships and ensure outstanding customer service. Candidates should have a Bachelor’s in Business and experience in financial services. The role involves educating clients, resolving issues, and maintaining accurate records in CRM systems. Benefits include medical and vision insurance, a 401(k), and tuition assistance.

Qualifications

• Previous work-related experience in Financial Services Industry preferred.
• Experience using Microsoft Office 365; Outlook, OneDrive, SharePoint, and Dynamics preferred.
• Strong communication and customer service skills are essential.

Responsibilities

• Maintain professional working relationships with clients and service providers.
• Conduct enrollment meetings and respond to service requests.
• Educate and monitor wealth management clients.
• Provide advisory support to plan participants, sponsors, and wealth management clients.
• Record client data and activities in the CRM system and stay informed on market trends and regulatory changes.
• Perform general and administrative duties as assigned.

Skills

Problem solving skills

Time management

Customer service skills

Communication skills

Education

Bachelor’s degree in Business

Tools

Microsoft Office 365

CRM systems

OneDrive

SharePoint

Dynamics

Job description

6 days ago Be among the first 25 applicants

Direct message the job poster from Summit Financial Group, Inc.

Executive Vice President

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 ensuring 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 for 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

Seniority level

Associate

Employment type

Full‑time

Job function

Administrative, Customer Service, and Quality Assurance

Industries

Financial Services, Investment Management, and Insurance

Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Disability insurance
• Tuition assistance