Rockford, IL 61104
Retirement Services Career Opportunity available with stable, yet growing, Retirement Services company in the Chicago area. This position is open due to growth in the firm's business. This is a client facing conversions lead position. The new hire will manage client relationships and work with external vendors including recordkeepers throughout the conversion process. This is a high visibility position in a fast paced organization. Commitment to providing excellent client service is the most important criteria for success in this position. This is an in-office position and will not involve meeting clients.
2+ years 401k plan conversions experience
Excellent client service skills
Experience explaining the conversions process to new clients and walking them through the process
Management experience is a plus but is not required
Industry Expertise: Defined Contribution, Defined Benefit, 401(k), Qualified Plans, Non Qualified Plans, ESOP, Taft-Hartley, 403(b), ERISA Compliance, Plan Administration, Conversions/Implementation, Wealth Management, Financial Advisors, Institutional Retirement Sales, Wholesaling
Types of Positions: Plan Administration, Conversions/Implementation, Compliance/ERISA, Client Relationship Manager, Education/Enroller, Sales/Wholesaling/DCIO, Wealth/Retirement Financial Advisor, Manager, Director, VP.
The best part of my job: I build and maintain long term relationships. When I help a candidate advance their career and help a client hire the right person, it's a great feeling.