Associate Client Manager, MJ Retirement Carmel, Indiana

The MJ Companies; Carmel (IN); On-site; USD 55,000 - 70,000; Full time

Job summary

A leading company is seeking an Associate Client Manager to support retirement clients through superior service and effective communication. The role involves managing client onboarding, resolving issues, and maintaining client relationships. Ideal candidates will have strong analytical skills and a bachelor's degree, with a preference for those in the financial services industry.

Qualifications

• 2-4 years of experience in a client service or client-facing role.
• Willingness to obtain industry certifications (CRPS, Series 65).

Responsibilities

• Deliver superior client service and manage client onboarding.
• Troubleshoot problems and provide effective solutions.
• Conduct quarterly reviews of performance reports.

Skills

Analytical Skills

Communication

Client Relationship Management

Education

Bachelor’s degree

Tools

Microsoft 365

Microsoft Dynamics

Microsoft Access

Job description

The Associate Client Manager – MJ Retirement is responsible for supporting MJ Retirement clients by delivering superior client service, managing client onboarding, and assisting with 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 a liaison between clients and 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 as a liaison between the Advisor and clients to facilitate clear and efficient communication both verbally and in writing.
• Manage new client onboarding and client terminations.
• Attend client meetings, including regularly scheduled investment reviews and specialty meetings such as Board, Committee, and Subcommittee meetings.
• Address and resolve any high-level participant questions, ensuring excellent client satisfaction.

Client Support & Administration

• 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.
• Assist with Recordkeeper conversions, confirmations, and corrections.

Education

• Bachelor’s degree or equivalent experience
• Industry certifications (CRPS, Series 65) preferred or willingness to obtain.

Knowledge & Experience

• Minimum of 2-4 years of experience in a client service, a client support, or a client-facing role.
• Experience in the financial services industry or retirement plan administration is preferred but not required.
• Experience with retirement plan recordkeeping, investment platforms, and compliance requirements preferred but not required.
• Strong understanding of financial analysis and reporting.
• Ability to manage multiple client relationships in a fast-paced environment.

Technical functions

• 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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