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Client Relationship Manager - (Atlanta, GA)

Direct Hire position in the Atlanta area for a client relationship Manager with investment and 401K business & clients. This position also supports the Company President directly. Our clients business philosophy….. We work hard, but understand that employees have lives they must conduct. We work normal business hours, do not require or expect overtime and we do not condone employees working after normal business hours. Life is as important as work, in the longevity of our company. The roles of this position include, but are not limited to: Investment business - Create 401k education plans for clients and track measurable results Administrative support - Install new accounts and monitor case progression and asset transfer - Process paperwork and workflow - Handle service issues and requests from clients - Organize and maintain client folders, including filing - 401k business - Handle all service issues and requests - a work from home position - Prepare individual client review materials


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Posted in Atlanta, GA, Marketing & PR
From CareerBuilder - 1 month ago