Retirement Client Advisor

il y a 2 semaines


Paris, Île-de-France ACR HAUSSMANN Temps plein

Job Title:

Client Retirement Specialist

Job Summary:

We are seeking a skilled Client Retirement Specialist to join our team at ACR Haussmann. As a key member of our advisory team, you will play a vital role in providing expert guidance to clients on their retirement options.

Key Responsibilities:

  • Client Consultations: Conduct in-depth consultations with clients to understand their retirement goals and objectives.
  • Retirement Plan Development: Analyze client data and develop personalized retirement plans that meet their unique needs.
  • Benefits Administration: Assist clients in navigating the complexities of retirement benefits and ensure they receive the maximum benefits available to them.
  • Communication and Education: Provide clear and concise explanations of retirement options and benefits to clients, ensuring they feel informed and empowered to make decisions.
  • Team Collaboration: Work closely with our team of experts to ensure seamless delivery of services to clients.

Requirements:

  • Education: Minimum Bac +2 in customer relations or relevant experience.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

Company Benefits:

ACR Haussmann offers a comprehensive benefits package, including opportunities for career growth and professional development.



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