Retirement Plans Account Manager — Client Relations & Advisory

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.

Responsibilities

• Maintain professional working relationships with clients and service providers.
• Conduct enrollment meetings and respond to service requests.
• Educate and monitor wealth management clients.

Skills

Problem solving skills

Time management

Customer service skills

Communication skills

Education

Bachelor’s degree in Business

Tools

Microsoft Office 365

CRM systems

Job description

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.