Client Relationship Manager, Client Services - Retirement

Responsibilities

• Relationship management for existing big and elite advisor plan clients and their financial advisors ensuring a successful service experience.
• Product enhancements and plan retention.
• Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional.
• Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts.

Requirements

• Bachelor’s degree in business or related fields, or equivalent work experience.
• Minimum of 7 years’ experience in retirement services industry or related field is preferred.
• Minimum of 5 years’ prior experience with direct client/client equivalent relationships within a financial services administrative environment.
• Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred.
• Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment.
• Excellent analytical and problem solving skills.
• Able to work with a high level of independence.
• Must be detail oriented and be able to produce high quality work within tight time constraints.
• Able to make sound business judgments while effectively balancing client needs and organizational considerations.
• Excellent written and oral communication skills, including group presentation experience.
• Proficiency with Microsoft Office products including Excel, Word and PowerPoint.
• Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments.
• Demonstrated project management skills.
• Able to travel as required.