Overview
Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Client Relationship Manager for our Retirement Advisory Services division to join our team. We have over 150 agencies in 29 states with 2500 associates. This position will report to our agency located in Cranston, RI. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position, but must be located in New England.
Responsibilities:
- Contributing to various team meetings
- Participating in day-to-day communication with clients proactively
- Assisting clients with questions and issue resolution
- Managing review meetings directly or in coordination with Retirement Advisors
- Preparing client meeting and other presentation materials in collaboration with the retirement client service team and with Retirement Advisors
- Conducting employee education workshops and enrollment meetings
- Coordinating with other departments to ensure deadlines are met
- Maintaining client support technology systems including databases, client relationship management systems, and investment analytics applications
- Assisting in the completion of additional reports and presentations as necessary
- Helping the team in streamlining services and implementing new applications, software, and products
- Contributing to a positive workplace environment
- Ensuring the highest level of customer service and satisfaction
Qualifications:
- Bachelor’s degree
- FINRA Series 65 license (or obtaining within the established timeframe)
- 5+ years of relevant financial services industry experience
- Experience in the retirement industry, as well investment knowledge
- Excellent communication skills, both oral and written
- Detail orientated and superior organizational skills.
- Deadline driven
- Ability to work independently, as well as be a team player demonstrating collaboration
- Tech-savvy with excellent command of all Microsoft programs (Office, Word, and Excel)
- Fluency in Spanish is preferred, but not required.
Benefits:
- Company Paid Life Insurance, Long-Term and Short-Term Disability.
- Medical, Dental, Vision and FSA/HSA plans.
- 401(k) with company match.
- Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
- Generous PTO.
- An awesome team of professionals!
The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.
