Client Relationship Consultant

Job Summary

Supporting strong client relationships, the full-time Client Relationship Consultant will manage 2-4 assigned clients remotely, ensuring effective problem resolution and collaboration with the Operations team on daily tasks and inquiries.

Key responsibilities

• Serve as a secondary point of contact for day-to-day client needs and inquiries
• Collaborate with Operations on processing, research, and issue resolution through automated workflow systems
• Prepare and deliver monthly client reporting and support internal and external audits

Required qualifications

• High School Diploma or GED required; bachelor's degree preferred with relevant experience considered
• 2+ years of experience working with retirement plans
• Proficiency in Microsoft Office, particularly strong Excel skills
• Experience supporting multiple client relationships in a financial services environment
• Strong organizational and analytical skills