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Associate Client Manager, MJ RetirementCarmel, Indiana

Associate Client Manager, MJ RetirementCarmel, Indiana

The MJ CompaniesIndianapolis, IN, US
30+ days ago
Job type
  • Full-time
Job description

Associate Client Manager, MJ Retirement

About the job

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.

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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