[Hiring] Client Relationship Manager @Hilb Group

Role Description

The Hilb Group is currently seeking a motivated and ambitious Client Relationship Manager to join our team. 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.

• 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 application
• 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 as investment knowledge
• Excellent communication skills, both oral and written
• Detail oriented 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!

Company Description

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.