You haven't searched anything yet.
The purpose of the Plan Account Manager is to manage the relationship between BCG and its clients (brokers, plan sponsors, participants, mutual fund contacts, trustees) via phone, email and/or face-to-face. Type of plans to be managed by an employee in this position would consist of, but is not limited to, the following: 401(k), 403(b), 457(b), Profit Sharing Only, Money Purchase & Safe Harbor. Case Load: 150-275 active plans (small-mid size plans). Managing and delegating work is a primary impact of this position. The position involves assigning and/or delegating work to supporting departments to facilitate the resolution of issues.
The Plan Account Manager position is the face of BCG to the outside world and directly impacts the level of service our company provides. This position is responsible for account management services resulting in contributions to enhanced service delivery, plan retention and new plan and advisor acquisition with the intent to shift client and advisor perception of BCG from service provider to value-add partner.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
EDUCATION and/or EXPERIENCE:
#VIZI#
#LI-NW1
Full Time
$117k-153k (estimate)
03/28/2024
05/27/2024
sparkandlivebetter.com
Seattle, WA
<25