Newport Beach, CA8 days ago
Bachelor's degree in a related field, required; Two (2) or more years of experience in account management, administration, finance, customer service or a related field, required; Knowledge of governmental pension plans, preferred; Possess strong client relationship management skills to effectively manage daily interactions with clients, partners, and internal departments; Comfortable with public speaking/presenting, A keen ability to critically think through complex issues; Excellent oral and written communication, presentation, organizational, analytical, and problem-solving skills; Highly organized and proactive with the ability to accurately manage and meet all deadlines; Strong follow-up skills and the ability to manage multiple accounts simultaneously; Ability to work without direct supervision and efficiently manage tasks and time; Proficient with Zoom and MS Office, including Word, Excel, Outlook, PowerPoint, Teams; Maintain a professional demeanor; Exhibit a high level of confidentiality; Be a team player; and. Oversee day-to-day client relationships for assigned agencies and assume full accountability for superior client satisfaction from a service perspective; Organize regular meetings with assigned clients and partners and handle associated follow-up meetings which may be virtual or in-person; Travel as required to meet in person with clients primarily in California and occasionally to other states; Prepare analyses and presentation materials to support meeting goals/objectives; Effectively communicate with clients, partners, and internal departments to address all client needs and provide necessary research, problem solving, and provide support to consultants to manage (often complex) problems through to resolution; Attend ad hoc events such as benefit fairs, partner/client networking events, etc.