Manager, Account Service

Choose your next journey with Millennium Trust Company and join a culture that empowers and where you can innovate. You will be celebrated, you will be challenged, and you can aspire to inspire. You are more than a colleague here; you are part of a COMMUNITY that goes ABOVE and BEYOND professionally and personally to make a difference.
Don't meet every single requirement? Here at Millennium, we believe there is NO "PERFECT" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Millennium Trust is the place for you! We look forward to receiving your application! Check out a video on our Company Culture! Millennium Trust Culture
HOW YOU WILL SOAR:
The Manager, Account Service is responsible for managing client relationships and working closely with record keepers, plan sponsors, third party administrators and other channel partners as assigned. The Mgr, Account Service will also work closely with grandfathered accounts, when applicable, and the Sales Managers within their assigned territories to on-board new clients while maintaining and identifying areas of opportunity to retain and grow client relationships.

• Work with Sales Manager within assigned territory to establish annual plan to effectively work territory as a team to meet new account and revenue goals
• Deepen existing client relationships through email and calling efforts to create opportunities for Millennium Trust
• Research and demonstrate knowledge and understanding of client's business focus, plan design, and company news for assigned relationships
• Maintain knowledge of current and proposed legislation, sharing relevant information with key contacts
• Develop a plan for recurring touchpoints with assigned relationships and pursue opportunities for additional business that may include, but is not limited to, communication through email, phone calls, in-person meetings and presentations, after-hours events, conferences attendance, etc.
• Provide scheduled and ad-hoc reporting to select clients and assist with special projects as requested
• Organize daily workflow to determine client needs, tracking all activities and communication in Salesforce
• Work cross-functionally with various individuals at all levels of the business, both internally and externally
• Participate in meetings to identify, design and implement strategies and project plans
• Attend 2-4 conferences annually
• Conduct in-person visits with existing accounts to strengthen relationships and find new opportunities
• Other duties as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• Bachelor's Degree or related field experience
• 5-7 years of applicable experience
• Excellent analytical skills with a proactive nature
• Strong organization skills with a drive to meet deadlines
• An affinity for accuracy and efficiency
• Proficiency in Microsoft Excel, Word (including mail merge) and Outlook
• Strong verbal and written communication skills
• An aptitude for prioritization and multi-tasking
• Strong collaboration skills
• A drive to learn and apply new concepts quickly
• Experience with Salesforce CRM preferred

MILLENNIUM TRUST COMPANY is a rapidly growing, leading financial services company offering specialized retirement and institutional services and recently acquired PayFlex, a consumer directed benefits provider, to create a personalized, holistic approach to financial wellness. To that end, we provide a diversified multi-product business with a holistic focus on financial wellness. Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture.
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.