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Retirement Plan Client Account Manager

Growing Firm

in Troy MI

Work with an RIA that ranked on FT's Top 300 Financial Advisors list.

Communicate with Qualified Retirement Plan sponsors daily and help them with new plan onboarding and administration. Help plan sponsors with year end reporting; train plan sponsors on how to process contributions and how to use website; process contributions based on eligibility, contributions, and vesting; track plan performance.

Have or obtain within one year of hire your FINRA 65 (you will eventually talk with plan sponsors about investments after you are licensed).

Desire to learn in a growing, dynamic company that puts client service first.

This is an in-office position, not telecommute.

How to Apply

Please send resume to sczepiel@cps4jobs.com


This ad has been viewed 307 times. It expires on 8/10/2019.

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