Client Relationship Manager
Location
Arizona
Posted
55 days ago
Salary
Not specified
Seniority
Lead
Bachelor Degree7 yrs expEnglish
Job Description
• Relationship management for existing big and elite advisor plan clients
• Provide consultative advice and support as a dedicated contact
• Promote plan retention via ownership, troubleshooting and problem resolution
• Develop strong working relationships with daily client contacts
• Compile data, track communications, and offer solutions to enhance the client experience
• Lead and/or participate in projects that create additional value for existing relationships
Job 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
- Excellent analytical and problem solving skills
- Proficiency with Microsoft Office products including Excel, Word and PowerPoint
- Demonstrated project management skills
Benefits
- Health insurance
- 401(k)
- Paid time off
- Flexible work arrangements
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