Retirement Plan Consultant (Plan Transitions & New Business)
Raymond James & Associates, Inc., Research Division(22 days ago)
About this role
The role involves managing retirement plan conversions and overseeing all aspects of onboarding, including compliance, data management, and client interaction. It fosters professional growth and requires expertise in retirement plans and client relationship management.
Required Skills
- Retirement Plans
- Project Management
- Client Relations
- Microsoft Office
- Relius
- Data Management
- Problem Solving
- Communication
- Customer Service
- Financial Services
Qualifications
- Bachelor’s Degree in Accounting, Business Administration, or Finance
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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