What are the responsibilities and job description for the Relationship Manager - Retirement Plan Services position at Trust Point Inc.?
Join Trust Point Inc. as a Full-Time Relationship Manager in Retirement Plan Services, where your passion for client interaction can thrive! In this role, you will engage directly with clients, nurturing relationships that truly matter.
You'll have the opportunity to present tailored solutions and insights, making a genuine impact on individuals and organizations alike. With 3-5 years of experience, your expertise will shine as you connect with diverse clients, addressing their unique retirement needs. Enjoy the flexibility of a hybrid schedule, empowering you to maintain work-life balance while still delivering exception customer service.
If you're energized by helping people and excited about making a difference in the finance industry, this is the perfect opportunity for yo! You can get great benefits such as medical, Dental, 401(k), Health Savings Account, Paid Time Off and free snacks. Apply today to be part of a professional and customer-focused team that values your input and creativity.
DAY TO DAY AS A RELATIONSHIP MANAGER, RETIREMENT PLAN SERVICES
As a Full-Time Relationship Manager in Retirement Plan Services as Trust Point Inc., you will play a crucial role in delivering timely and accurate information to our valued clients. Your expertise will shine as you advise both individual and corporate clients on the design and administration of various qualified and non-qualified retirement plans. You will also have the exciting opportunity to present education sessions to both small and large teams, empowering them with the knowledge they need to make informed decisions about their retirement options. This position allows you to leverage your communication skills and financial knowledge to foster strong relationships and ensure client satisfaction in a dynamic and rewarding environment.
DOES THIS SOUND LIKE YOU?
To excel as a Full-Time Relationship Manager in Retirement Plan Services, candidates must possess a robust skill set and relevant experience. A four year degree is essential, along with 3-5 years of customer experience in the finance industry. You'll need to bring high energy and ahigh-touch approach to client interactions, ensuring each relationship is personalized and meaningful. Exceptional interpersonal skills are a must, as you will be communication complex information clearly and effectively to clients.
Knowledge and Skills required for the position are:
- 4 year degree in finance, business or related field
- 3-5 years' experience providing exceptional service
- Exceptional interpersonal skills
WORK SCHEDULE
This is a full-time hybrid position working Monday-Friday, 8am-5pm.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.