Senior Client Executive (East Coast)

Responsible for retirement plan asset retention and client satisfaction for assigned clients with 401(k) plans, DB or MEP plans. Handles relationship management through required client visits and proactive phone contact. Represents the company in retention situations and new sales, including formal presentations for the purpose of maintaining, retaining, and gathering retirement program assets to drive profitability and help participants achieve retirement readiness.

Requirements

• Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers
• Bring consultative elements to relationships with the goal of enhancing client, advisor and TPA loyalty
• Serve as the escalation point for resolution of non-routine issues related to service
• Consult with clients and brokers on qualified plan design issues
• Drive cross sell opportunities to enhance individual client and enterprise profitability
• Consult with clients and advisors on plan enhancements or upgrades
• Keep clients and advisors apprised of product and service enhancements
• Train clients on company processes, procedures and resources
• Consult on participant communications strategy and options with clients and advisors
• Assist the Sales team with finals presentations

Benefits

• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Paid Time Off
• Ten paid holidays per year
• Be Well Company holistic wellness program
• Parental Leave
• Adoption Assistance
• Employee Assistance Program
• College Coach Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs