Senior Retirement Account Manager - (Carlsbad, CA)

Senior Retirement Account Manager Title: Senior Retirement Account Manager Job category: Full-time Department: Operations Location: Southfield, MI and/or Carlsbad, CA Job overview: We re currently searching for a full-time Senior Retirement Account Manager to work in our Operations Department. This position has tremendous potential for growth and other opportunities within the company. The ideal candidate will have a great balance of attention to detail and a passion for helping people along with background in the financial sector. Key responsibilities: Respond to inbound customer service calls. Initiate outbound customer service calls. Build relationships with clients and see their process through, start to finish. Work with partner financial institutions and custodians to help facilitate client funding. Learn the technical aspects of the product effectively and be able to answer FAQs. Perform responsibilities in a consistent and reliable manner. Background/Education: