Fast Growing Financial Service Firm - Inside/Outside client service manager

About Our Firm

 PENSION ADVISORS is a retirement plan consulting firm headquartered in Beachwood, OH.  We serve our clients as pension brokers and investment advisors.  We help our clients oversee the entire retirement plan process by advising on investment choices, continuously monitoring investment performance, re-negotiating contract fees, implementing investment policy statements and offering plan participants specific investment advice.  Pension Advisors currently provides these advisory services to over 100 clients with over $450 million in retirement plan assets.

Our Services

Our firm provides our clients with top-notch, proactive service of their pension plans and individual investment options.  We provide the following non-exhaustive services to all of our clients:     

Fund Performance Review

 

Planning Meetings

Compliance Checklist

Employee Education

Investment Advice

On-going Advice and Support

Annual Full Plan Review

 Job Description 



We are seeking the right individual to join our fast growing, high-energy financial firm and work with our pension advisory clients.  Our office is fun, fast-paced and busy and we need the right candidate that can jump in and start learning. 

With such an exhaustive list of services, we treat each client as if they are our most important.  This position would be a part of the team of professionals that ensures that our clients our serviced properly, proactively, and professionally.  We have a very busy office and need an individual that isn't afraid to jump in and learn.   The perfect candidate is detail-oriented, highly organized, self-motivated and can thrive in the position of day-to-day operational management of client accounts, serve as internal client manager for corporate pension accounts, be well-spoken and comfortable to conduct outside employee education meetings, as well as work with our own industry-first, proprietary investment program.  

     Our fast paced, high-energy firm is seeking the right individual who can work well with internal employees, as well as client employers and plan participants.  The individual that we are seeking must have a great disposition when working with our client employees and have the skill to explain material competently.  Must possess great verbal, computer, and inter-personal skills.  Investment and/or accounting experience is a plus but not mandatory. If you have the right attitude, are a hard worker, and give great attention to detail - we will train you. 





Job Qualifications

As an entry level position, we are seeking candidates with some buisness experience - accounting and financial experience is a plus but not mandatory.  You will be required to acquire certain financial licenses in the future.  If you are hard working, can work in fast-paced environment, are well-spoken and can work well with participants over the phone as well as in person, you are qualified for this position.



Benefits 

 PENSION ADVISORS offers competitive compensation and benefit package.  The salary is noted above, and in addition to salary, we offer health insurance, dental insurance, 401(k), profit sharing, incentive bonuses, and a wonderful work environment.

Visit our website at www.pa401k.com and www.myadviseme. com

to learn more about us.