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
• Promoting plan retention via ownership, troubleshooting and problem resolution

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
• 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
• Ability to work with a high level of independence
• Detail oriented and capable of producing 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