Account Manager & Education Specialist

As an Account Manager & Education Specialist at The Partners Group, you'll serve as the primary point of contact for assigned clients, ensuring satisfaction with their retirement plans by addressing concerns and delivering timely resolutions. You'll also support consultants in plan implementation and compliance, conduct enrollment and education meetings, and maintain relationships with vendors to facilitate processes. This role is key in making sure retirement plans are managed effectively and compliant with regulations.

To qualify for the Account Manager & Education Specialist position at The Partners Group, candidates should possess at least 2 years of experience in pension and retirement plan administration. A bachelor’s degree is preferred, along with excellent communication skills to clearly convey complex plan details. Proficiency in Microsoft Office Suite and industry-specific software is also essential. Having a Series 65 license or the willingness to obtain one within the first six months of employment would make candidates stand out further.

A typical day for an Account Manager & Education Specialist at The Partners Group involves working closely with clients to ensure their retirement plans are appropriately managed. This includes organizing and conducting employee education meetings, supporting the consulting team with plan documentation and compliance tasks, and maintaining strong relationships with clients and partner vendors. Additionally, you may lead special projects and assist with the bid solicitation process to create a comprehensive, client-focused experience.

The Partners Group is committed to the professional growth of its employees, including those in the Account Manager & Education Specialist role. You'll have access to a rich benefits package, including development opportunities for ongoing education, which can help you maintain or support your professional designations. The company values a culture of learning and growth, ensuring you remain at the forefront of industry knowledge and skills.

The Partners Group promotes a culture of inclusion and is dedicated to enhancing the diversity of its workforce. In the role of Account Manager & Education Specialist, you can expect to work in an environment that values a range of perspectives, making the company stronger and more effective as a whole. They support employees in achieving their goals while catering to the needs of clients and the community, with policies in place to ensure equal opportunities for all employees.

When answering this question, highlight specific experiences where you managed retirement plans, detailing your roles and the scope of your responsibilities. Emphasize any compliance or regulatory tasks you undertook and how you assisted clients in understanding their plans. This is a chance to showcase your problem-solving skills and ability to communicate complex information effectively.

For this question, discuss your methods of maintaining strong relationships, such as regular communication, proactive problem-solving, and ensuring client satisfaction. Provide examples of how you handled client concerns and what steps you took to build trust, which is essential for an Account Manager & Education Specialist at The Partners Group.

Share your approach to planning and executing employee education meetings. Discuss how you tailor your presentations to cater to various learning styles and the importance of using clear, jargon-free language. Mention any tools or techniques you utilize to make these sessions engaging and informative.

In your response, emphasize your understanding of ERISA regulations and any experience you've had in ensuring compliance within retirement plans. Explain your process for staying updated on changes in regulations and how you apply this knowledge to your roles, showcasing your attention to detail and diligence.

Here, recount a specific instance where you led a project relevant to retirement plans or client servicing. Describe the project's objectives, your leadership role, the challenges faced, and the outcome. Focus on how you coordinated with team members, managed resources, and communicated with stakeholders.

Mention your strategies for keeping up-to-date on industry trends, such as subscribed publications, attending seminars, webinars, or involvement in professional organizations. Highlight how this ongoing education has enhanced your performance in past roles or how it would benefit your work at The Partners Group.

Here, reflect on the values and mission of The Partners Group that resonate with you. Explain how your professional goals align with the company's commitment to community involvement and creating meaningful opportunities for clients. Show your enthusiasm for contributing to their culture and how you can add value to their team.

When answering this question, demonstrate your organizational skills and ability to prioritize tasks effectively. Provide examples of how you manage your time and workload, especially when juggling multiple client requests or projects, ensuring you never compromise on quality.

Discuss the importance of being a clear, articulate communicator, both written and verbally. Emphasize your ability to listen actively to client needs and provide comprehensible explanations for complex terms. Showcase how strong communication skills lead to better client relationships and enhanced trust.

Describe your approach to assessing the issue systematically, looking for the root cause, and developing actionable solutions. Mention any specific examples of times you've successfully resolved such client challenges, reflecting on how you ensured client satisfaction and compliance throughout the process.