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Posting Date :
Primary Location :
Richmond Area, VA US
Work Address :
919 East Main Street
Job ID :
Schedule :
Job Description :
Job Description

To serve as the primary client service and investment contact for assigned clients.  Serves as a strategic advisor who provides insight and knowledge on the clients’ current portfolio and pro-actively presents clients with new product ideas, suggestions for alternate business strategies, and solutions to business problems.  Provides exemplary service to new and existing clients leading to superior sales and retention. Responsible for fielding all account questions and problems with assigned client base.  Works with customers to resolve investment issues and questions.  Acts as main point of contact to assigned clients.  Will meet with clients and/or prospects via phone to explain the investment philosophy, process, and performance of specific investment products; provide updates on overall financial market performance, economic trends and the firm’s economic outlook.  Manages risk through appropriate adherence to policies, procedures, and effective fiduciary oversight. Demonstrates exceptional consultative skills that will include knowledge that is both business specific and investment oriented


Minimum Experience/Qualifications


·         We seek a candidate with client service or investment experience within the 401(k) retirement space. 

·         5+ years of experience, including 5 years in a client facing capacity, is required.  

·         An undergraduate degree is required; a graduate degree is preferred.

·         Excellent written, verbal, and interpersonal skills.

·         Strong knowledge of ERISA, plan design and financial markets, fiduciary relationships, and investment concepts. 


The ideal candidate will possess a passion for excellence and a deep appreciation for the purpose-driven nature of the client organizations we service.


Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national originTo review the EEO Poster, copy and paste the following link into your browser:
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