Client Relationship Manager
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Job Summary
As a full-time remote Client Relationship Manager, the successful candidate will manage assigned client accounts, ensuring superior customer service, timely issue resolution, and proactive engagement to enhance customer satisfaction and optimize retirement plans.
Key responsibilities
- Act as the primary contact for plan sponsors, addressing inquiries and providing support
- Deliver timely customer service, including problem-solving and issue resolution
- Collaborate cross-functionally to ensure compliance and accuracy in reporting and plan administration
Required qualifications
- 3-5+ years of experience in A-Z plan administration
- Strong troubleshooting skills with a meticulous attention to detail
- Ability to communicate confidently and professionally in various situations
- Experience with FT William and/or ASC software systems is a plus
- Proven ability to work autonomously and adapt in a fast-paced environment
Complete Job Description
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