Associate Client Manager, MJ Retirement

About the job

The Associate Client Manager – MJ Retirement is responsible for supporting MJ Retirement clients by delivering superior client service, managing client onboarding, and assisting with plan and fund administration. This role requires a proactive problem-solver with strong analytical skills, excellent communication, and an ability to build strong client relationships. The Associate Client Executive serves as a liaison between clients and advisors, ensuring seamless communication and execution of retirement plan services.

Essential functions

Client Service & Relationship Management

• Deliver superior client service to MJ Retirement clients.
• Troubleshoot problems and provide effective solutions to client issues, acting as a liaison between the Advisor and clients to facilitate clear and efficient communication both verbally and in writing.
• Manage new client onboarding and client terminations.
• Attend client meetings, including regularly scheduled investment reviews and specialty meetings such as Board, Committee, and Subcommittee meetings.
• Address and resolve any high-level participant questions, ensuring excellent client satisfaction.

Client Support & Administration

• Review and analyze client reports, ensuring accuracy and timely submission of necessary paperwork.
• Conduct quarterly reviews of performance reports and document meeting notes.
• Maintain and update client information across all technology platforms, including Microsoft Dynamics and Microsoft Access.
• Oversee and initiate plan and fund change requests.
• Supervise the vendor RFP process, including conducting interviews and managing the selection process.
• Develop and maintain productive relationships with Recordkeeper Relationship Managers and other third-party representatives.
• Assist with Recordkeeper conversions, confirmations, and corrections.

Education

• Bachelor’s degree or equivalent experience
• Industry certifications (CRPS, Series 65) preferred or willingness to obtain.

Knowledge & Experience

• Minimum of 2-4 years of experience in a client service, a client support, or a client-facing role.
• Experience in the financial services industry or retirement plan administration is preferred but not required.
• Experience with retirement plan recordkeeping, investment platforms, and compliance requirements preferred but not required.
• Strong understanding of financial analysis and reporting.
• Ability to manage multiple client relationships in a fast-paced environment.

Technical functions

• Proficiency with Microsoft 365 and data management tools.
• Strong written and verbal communication skills, including public speaking.
• Strong mathematical and analytical skills.
• Excellent organizational and time management skills, with the ability to multitask and prioritize effectively.
• Familiarity with Microsoft Dynamics and Microsoft Access