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Client Manager

Financial Services Company - Retirement Plans

in Beachwood OH

We are a 20-year old Financial Services company that specializes in working with Corporate Retirement Plans (401k’s) and Plan Participants.  We are seeking an individual to serve as a Client Relationship Manager.  This person will have 30-40 Clients that they will oversee.  We perform Investment Reviews, help them to maintain their Regulatory and Governmental filings, as well as provide proactive Educational Services to the Plan Participants.

We are looking for a person with a high motor, who is extremely organized, and is a great multi-tasker as we rarely have two days that are the same.  This person must interact well with others, be sharp on their feet, and must be a true professional.  We are looking for someone who ideally has both Investment experience and is versed in Retirement Plans.  This position includes a base salary of $70,000+ depending on the persons experience and ability plus full benefits, 401(k)/Profit-Sharing, as well as vacation.

We are looking for one special highly trained and motivated person who distinguishes themselves as Exceptional.  Please let us know why that is you.

How to Apply

Reply by email to:  david@pa401k.com


This ad has been viewed 839 times. It expires on 10/28/2018.

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