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Client Relationship Manager
Job Summary
A company is looking for a Client Relationship Manager who will engage closely with the Operations team and clients.
Key Responsibilities
- Manage client interactions and ensure best practices across assigned clients
- Prepare monthly client reports and support internal/external audits
- Participate in client calls and service reviews as needed
Required Qualifications
- BS Degree or equivalent experience
- Minimum of 2 years' experience in Retirement Plans
- Proficient in MS Office, particularly Excel
- Demonstrated organizational and analytical skills
- Self-starter with proactive thinking abilities
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COMPLETE JOB DESCRIPTION
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