Client Relationship Manager - Retirement Plan Consultant

Job description

Summary: We are looking for a professional, organized, detail-oriented team player to join HUB International Retirement & Private Wealth. We have 600 locations in North America with 20,000 employees serving over 10,000 retirement plans. In this role, you will: - Build, maintain, and strengthen our relationships with our retirement plan clients; - Responsible for proactive relationship management with clients and external partners; - Build strategies to overcome any challenges or goals a client may have each year; - Manage multiple client service requests daily through telephone and email; - Have responsibility for presenting quarterly investment reports to our retirement committees as part of our 3(21) and 3(38) Investment Fiduciary services; - Work closely with our vendor partners in servicing our clients; - Assist the sales team in prospecting for potential new customers or new services our company could provide; - Review of meeting materials for meetings using Microsoft Office (Outlook, Word, PowerPoint, Excel) and proprietary reporting systems; - Assist with client events, client support, and special projects; - Be willing to be part of team that helps each other meet our goals...