Service Consultant

Career Description

We are actively seeking a Service Consultant to join our talented team in our Lake Mary, FL office. The service consultant reports directly to our Sr. Manager, Relationship Management and works closely with other associates to manage all aspects of day-to-day account management for our institutional clients and related contacts. Experience with nonqualified benefit programs, corporate-owned life insurance (COLI) and/or mutual funds is a plus. The role requires a combination of strong organizational and experience-backed relationship management skills to provide a high level of proactive client service. This is an exciting opportunity for a growth-minded individual to gain valuable experience in the finance and executive benefits industry.

Responsibilities include (but not limited to):
• Serve as the primary client contact and lead team member of an integrated service team
• Collaborate with sales, consulting, and implementation teams to facilitate efficient client onboarding experience
• Establish, retain, and grow relationships with clients, intermediary advisors, third party administrators and other service providers
• Provide strong client service governance, including proactive management of our annual client calendar and service deliverables
• Support the development of various plan-level reporting deliverables, including projected funding needs, performance reports, executive summaries, and market updates for presentation to clients
• Utilize the CRM database to document and track relevant client data, including scheduled service deliverables, meetings and ad hoc tasks, and maintain the integrity of related client contacts
• Work closely with our consulting team to provide the plan sponsor with executive benefit enrollment-related support, including the production of enrollment materials, hosting or participating in enrollment education meetings, and post enrollment data collection and analytics
• Help prepare for, and participate in, annual plan review meetings for institutional clients. Meetings may take place in person or virtually via video conference call
• Partner with members of our integrated service team to assess opportunities for enhanced client satisfaction and retention; and identify additional business/revenue opportunities
• Engage in process improvement initiatives that enhance the experience for existing clients

Required Skills and Qualifications:
• Bachelor’s degree in business or related fields
• 3-5 years of experience in institutional retirement plan or related field, with client-facing exposure
• Excellent analytical and problem-solving skills
• Highly professional, organized and growth oriented
• Strong interpersonal, project management and relationship management skills
• Excellent written and verbal communication skills, including the ability to coordinate and lead comprehensive meetings attended by senior-level executives
• Proficiency with Microsoft Office products including Excel, Word and PowerPoint
• This position requires a demonstrated ability to manage project workflow, communicate effectively and interact with advisors, clients, prospects, and colleagues to successfully develop new business and foster client relationships
• Candidates must demonstrate a strong work ethic, discipline and self-motivation, with ability to work effectively as part of a team as well as independently on various projects and initiatives
• Travel for this position may be required up to 20% of the time

Preferred Skills and Qualifications:
• Familiarity with nonqualified deferred compensation plans, corporate-owned life insurance, qualified retirement benefit plans, and/or retail life insurance


Flexible Benefits Options

CapAcuity offers career growth opportunities and competitive compensation package that includes PTO, Health, Dental, Vision, 401(k), HSA, Disability, and Life Insurance.

Back To Career Page