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Plan Manager - Corporate Bundled

Company: VirtualVocations
Location: Racine
Posted on: November 16, 2024

Job Description:

A company is looking for a Plan Manager-Corporate Bundled to manage corporate bundled sponsored plans and enhance client relationships.



Key Responsibilities

Serve as the primary customer contact for specific sponsored plans
Resolve service and communication issues with sponsors and customers
Collaborate with internal teams to ensure plan alignment and contribute to process improvements


Required Qualifications and Education

3+ years of experience in the financial services industry
Customer service experience/skills
Bachelor's degree in Business Administration or equivalent preferred
Willingness to take the Accredited Retirement Plan Specialist exam for certification

Keywords: VirtualVocations, Racine , Plan Manager - Corporate Bundled, Executive , Racine, Wisconsin

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