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    Client Relationship Manager - Scottsdale, United States - OneDigital

    OneDigital
    OneDigital Scottsdale, United States

    3 weeks ago

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    Description


    Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives.

    From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves.

    We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news.

    For us, the days of "fit in to get in" are over and being different is not a barrier to getting ahead.

    Greatness comes in all shapes, sizes, colors, and experience levels.

    If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot.

    Your best life awaits.


    Our Newest Opportunity:


    The Client Relationship Manager provides a positive experience for clients through the development and maintenance of strong relationships with clients.

    This position serves as a liaison between the plan sponsor, record-keeper and retirement plan consultant in order to resolve any plan administration or participant issues.

    The ideal candidate will be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of service.

    Essential Duties and Responsibilities (include but are not limited to):

    Act as primary plan sponsor contact for all day-to-day plan administration issues and requests.

    Follow through on all issues to satisfactory and timely resolution by coordinating with service providers, Retirement Plan Consultant and client.

    Provide subject matter expertise and assistance for training new team members
    Coach and mentor new hires or less experienced employees
    Create and present materials for plan review meetings in conjunction with Retirement Plan Consultants
    Record and draft meeting minutes and ensure action items are completed timely
    Review underperforming investment options and prepare materials on recommended fund changes
    Coordinate fund changes, vendor searches, plan corrections, document changes, plan design and fee analyses
    Maintain and update information in CRM system according to department standards
    Research, follow up and resolve client inquiries and issues through effective interaction with clients, plan participants and advisors in a timely and professional manner
    Build relationships with clients and maintain open lines of proactive communication
    Assist plan sponsors with year-end compliance requirements
    Schedule and prepare materials for educational meetings and campaigns; may include conducting plan review meetings and presenting to participants
    Assist plan participants with account questions
    Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online) Facilitate administrative aspects of plan enhancements and fund changes including letters of instruction and participant notification
    Other duties may include, but not limited to: lead training sessions, documentation and improvement of client related processes and procedures, commissions administration and accounting

    Qualifications, Skills and Requirements:
    Ability to quickly form and maintain positive, productive relationships with clients.
    Strong business judgment
    Ability to work and make decisions independently and as a Team Player
    Types accurately for extended periods
    Excellent communication skills, both written and verbal; Writes, speaks, and presents clearly and succinctly across a variety of communication settings and adjusts communication style to audience
    Excellent customer service skills
    Superior attention to detail and follow-through
    Ability to work well independently and with minimal supervision
    Excellent organizational and time management skills; ability to successfully multi task and manage priorities effectively.
    Computer skills in Microsoft Office Suite (Word, Excel and PowerPoint). Adobe and SalesForce
    Judgment and problem-solving skills based on precedent
    Stay current on company systems and procedures
    Critical thinking required for process improvement
    Problem solving is required for time sensitive client issues arise which require a prompt decision
    Regular and predictable attendance is required

    • Primarily sedentary work, ability to move about office and make client visits
    Ability to move 20 pounds on a regular basis
    Visual acuity for computer work and written documents
    Ability to hear to converse via telephone and in person
    Access to highly confidential personnel and financial data

    Education, Training and Experience:
    College degree or equivalent financial services industry experience
    3-5 years' industry experience required
    FINRA Series 65 required or obtain within 90 days of employment
    Thank you for your interest in joining the OneDigital team
    #J-18808-Ljbffr
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