Retirement Plan Services Advsior

First Financial Bank • Cincinnati, OH • 15h ago

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. Job Profile Summary The Retirement Plan Services Advisor is primary point of contact for our clients, managing and deepening relationships within local markets while delivering exceptional service and support. The Retirement Plan Services Advisor works with clients to understand their retirement plan needs, provide tailored solutions, and ensure their satisfaction with our services. The Retirement Plan Services Advisor involves collaborating with various internal teams to enhance client experience, drive client retention, and expand our retirement plan business. Essential Functions/Responsibilities

Provide clients with expert advise on retirement plan options and strategies.

Develop and maintain strong, long-lasting client relationships within local markets.

Assist clients in understanding regulatory changes and how they impact their retirement plans.

Serve as the main liaison between the bank and its retirement plan clients.

Ensure the efficient administration of retirement plans in accordance with client requirements and regulatory standards.

Identify opportunities to expand relationship with existing clients and acquire new business.

Ensure compliance with all relevant regulations and internal policies.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

Bachelor's degree in Finance, Business Administration, or related field

Minimum of 5 years' experience in relationship management within the financial services industry, with focus on retirement plans

In-depth knowledge of retirement plan products, regulations, and industry trends

Excellent interpersonal and communication skills

Strong analytical and problem-solving abilities

Proficiency in using CRM software and other financial tools

Strong attention to detail and organizational skills

Preferred Knowledge and Skills

CFP or CRPS certification

Level of Complexity and Scope

Managing moderately complex client relationship and making decisions the impact client satisfactions and retention.

Degree of Independence and Decision-Making

Works independently to develop strategies for improving client engagement and identifying opportunities for business growth.

Required Supervisory Responsibilities

No direct supervisory responsibilities, but will lead project teams and coordinate with internal departments to achieve client objectives

Physical Requirements

Normal working office environment

Long periods of sitting at desk

Ability to multitask including phone calls and computer input simultaneously.

Communication with external clients required.

Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Development and Training Pay Range $107,000/year to $142,760/year Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Be Apply here: https://www.aplitrak.com/?adid=YmJnZW5lcmljLjQ0NDcwLjEwNTA4QGJhbmthdGZpcnN0Y29tcC5hcGxpdHJhay5jb20

Similar Jobs

Seasonal Administrative Assistant - Assembly

Cherry Bekaert • Cincinnati, OH • 1h ago

Management & Administrative

We are seeking an organized, detail-oriented Seasonal Administrative Assistant to supporting our team during the Fall tax season. This is a temporary position and candidates must be available to work starting mid January...

1h ago

Go to Apply

Stockroom Clerk

Vestis Services • Cincinnati, OH • 1h ago

Management & Administrative

Description POSITION OBJECTIVE: Responsible for acquiring materials and documents to fulfill requests for purchases, including preparing purchase orders and handling inquiries about orders. Follows through with purchase...

1h ago

Go to Apply

Regional Sales Manager - VWS

Brady Corporation • Cincinnati, OH • 9h ago

Management & Administrative

What We Need: We are seeking a Regional Sales Manager to oversee all sales efforts in a $65 million dollar region, managing both end user and distributor relationships to drive new sales and maintain existing ones. This...

9h ago

Go to Apply

Part Sales Manager - Full Time

AutoZone, Inc. • Blue Ash, OH • 9h ago

Management & Administrative

Job Description AutoZone's Store Management team drives store performance, fosters a productive team, and ensures exceptional customer service. Managers and MITs play a key leadership role, expected to Live The Pledge an...

9h ago

Go to Apply

AI and Emerging Technologies Product Manager, Engineering (Senior Consultant)

Deloitte • Cincinnati, OH • 12h ago

Management & Administrative

AI and Emerging Technologies Product Manager, Engineering (Senior Consultant) Our Deloitte Customer team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analyti...

12h ago

Go to Apply

AI and Emerging Technologies Product Manager, Engineering (Manager)

Deloitte • Cincinnati, OH • 12h ago

Management & Administrative

AI and Emerging Technologies Product Manager, Engineering (Manager) Our Deloitte Customer team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analytics, Genera...

12h ago

Go to Apply

Regional Rental Operations Manager

Ohio Machinery Co • Sharonville, OH • 13h ago

Management & Administrative

Find YOUR fit at Ohio Machinery Co! Join a winning culture that strives to be the top-performing, dynamic industry leader and partner of choice for the products and solutions that help our customers build, improve, feed,...

13h ago

Go to Apply

WM Trust Officer

U.S. Bank • Cincinnati, OH • 15h ago

Management & Administrative

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak...

15h ago

Go to Apply

Account Sales Manager

Keurig Dr Pepper • Fairfield, OH • 19h ago

Management & Administrative

Job Overview: Account Sales Manager for Greater Fairfield and Forrest Park, OH Hiring Immediately The Account Sales Manager is responsible for up-selling and fulfillment/replenishment, focused on execution and merchandis...

19h ago

Go to Apply

Security Officer - Manufacturing Access Control

Allied Universal • Covington, KY • 1d ago

Management & Administrative

Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you wil...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.