Retirement Plan Client Advocate

Alerus Financial Corporation; Minnesota; On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Paid volunteer time

Learning and development resources

Job summary

A commercial wealth bank is seeking an Account Manager in Minnesota to provide day-to-day client support and ensure excellent service. The ideal candidate should possess a Bachelor’s degree and have at least two years of client relationship experience. Responsibilities include maintaining client relationships and utilizing Salesforce for inquiries. This role offers a competitive compensation package, a comprehensive benefits program, and opportunities for personal and professional development.

Qualifications

• Minimum of two years’ experience in defined contribution plan customer service/client relationship experience.
• ASPPA Retirement Plan Fundamentals course must be taken and passed within 12 months of hire date.
• Ability to balance multiple priorities and stakeholders.

Responsibilities

• Support client relationships and ensure needs are met.
• Build and maintain positive relationships with clients.
• Track account activity in CRM tools.

Skills

Organizational skills

Communication

Interpersonal skills

Problem-solving

Microsoft Word

Microsoft Excel

Client relationship management

Education

Bachelor’s Degree in a business related field

Tools

Salesforce

Job description

A commercial wealth bank is seeking an Account Manager in Minnesota to provide day-to-day client support and ensure excellent service. The ideal candidate should possess a Bachelor’s degree and have at least two years of client relationship experience. Responsibilities include maintaining client relationships and utilizing Salesforce for inquiries. This role offers a competitive compensation package, a comprehensive benefits program, and opportunities for personal and professional development.