Client Income Manager - Retirement Planning

Position: Client Income Manager Location: Redmond, WA Hours: Full Time 8:00 - 5pm Pay: Salary plus incentive Benefits: Medical, Dental, Vision, PTO, 401k matching, Paid holidays Our company is seeking a fun career-minded individual with a high-level of personal integrity and great energy who would like to become a key team member at our growing financial planning firm. At TRS, we take pride in always acting in the best interest of our clients. We strive to provide exceptional client service to ensure we make a difference in our client’s lives. We highly value and appreciate our team’s contributions to the success of our business. If you are interested in applying for this dynamic fast-paced position, please reply to this posting. Principal Responsibilities: Provide exceptional client experience by following response time protocols, and Personal Acts of Thoughtfulness program to build long term connections Work independently to ensure clients receive income in a timely manner Respond to and manage account inquiries via phone or email Prepare required minimum distributions, and annual reviews with deliverables for planner meetings Ability to act quickly if errors arise to ensure clients experience remains positive Work with fund companies to get updated information on client account balances Submit applications for new accounts Become point person for clients on Orion Portal, and Fidelity Maintain client account changes and/or updates Contribute to team meetings and projects Escalate client feedback to leadership Continuously keep client files clean and in good Desired Qualifications/Experience Ability to successfully manage competing priorities and tasks Connection to companies mission, vision and values Meet and exceed expectations in a fast-paced environment Very detail-oriented Excels in both team settings and individual environments Passion for delivering exceptional service Strong oral and written communications skills Desire to progress in the financial industry Minimum Required Experience: Ideal applicants will have at least 2+ years’ experience in the financial industry (preferred) BS/BA degree (preferred not required) Intermediate Microsoft Office experience – specifically Excel, and Word Experience using a CRM system preferred Job Type: Full-time Pay: $62,000.00 - $68,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Employee assistance program Employee discount Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Vision insurance Schedule: 8 hour shift Work Location: In person