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Relationship Manager

HK Financial Services, Inc.

in Dubuque IA

HK Financial Services (HKFS), a top 100 wealth manager, (Forbes, 2015) is seeking a relationship manager to serve as the day-to-day contact for retirement plan clients.

Key responsibilities:

  • Serve as the main contact for client and participant retirement plan questions
  • Perform proactive client communications to ensure excellent service
  • Present Retirement Plan Executive Summaries at annual client meetings
  • Prepare materials for employee education meetings
  • Present at employee education meetings

The ideal candidate:

We're interested in self-motivated individuals with the ability to deliver exceptional client service.

This role requires:

  • Associate degree
  • Minimum of 3 years related experience with 401(k) Plan administrations
  • Excellent communication skills
  • Strong knowledge of 401(k) industry

What we offer:

We offer a competitive wage and benefits package that includes health/dental/vision insurance and 401(k) Plan. Our benefits package also includes a minimum of 11 days of paid time off, birthday PTO, 8 observed holidays, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

  • Community service participation
  • Opportunities to develop new skills and progress your career
  • Flexible schedules
  • Mentoring programs
  • Wellness programs

What does a career with HK mean exactly? Check out our video at


How to Apply

Interested applicants should apply at

Visit our web site.

This ad has been viewed 975 times. It expires on 10/2/2017.

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