Client Relationship Manager

Role responsibilities

The Client Relationship Manager will engage with clients to build and strengthen relationships while managing day-to-day operations for group retirement plan clients. Responsibilities include facilitating inquiries, conducting plan review meetings, and coordinating plan support services.

Requirements

Candidates must possess excellent business writing and presentation skills, along with client relationship management experience. Active FINRA Series 6, 63, and SIE licenses are required, as well as a State Life and Health Insurance License.

Key skills

Client Relationship Management, Business Writing, Presentation Skills, Public Speaking, Multitasking, Compliance Management, Plan Design, Investment Monitoring, Education Campaigns, Salesforce, Customer Support, Team Coordination, Client Retention, Group Presentations, Plan Administration, Legislative Updates

Keywords

Client Relationship Manager, Financial Services, Retirement Plans, Compliance, Salesforce, Investment Monitoring, Plan Administration, Client Support, Education Campaigns, Public Speaking, Business Writing, Plan Design, Legislative Updates, Team Coordination, Customer Service, Multitasking