Client Manager – Retirement, Financial Services

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate, communicate, and support a team-oriented approach to client services.

• Engage daily via phone with current clients and recordkeepers, addressing basic inquiries and service requests.

• Process and track client documentation for account maintenance.

• Maintain account records in Salesforce CRM and RPAG.

• Schedule, organize, and lead committee meetings and participant education sessions either at client sites or virtually.

• Prepare review materials and coordinate plan review sessions for plan sponsors.

• Draft meeting minutes, identify follow-up tasks, and liaise with necessary parties.

• Develop PowerPoint presentations.

• Proactively and promptly respond to client assistance requests and resolve issues.

• Engage in retirement plan strategy discussions with colleagues and industry partners.

• Oversee projects, educate plan participants, and serve as a liaison with vendors.

• Carry out other assigned duties and responsibilities.

⛳️ Requirements

• Must be able to obtain Series 65 within 90 days of employment.

• A Bachelor’s Degree is preferred.

• 1-3 years of experience in a financial services setting; experience with Retirement Plans is preferred.

• Strong problem-solving abilities.

• Capable of organizing, managing, and tracking multiple tasks in a fast-paced environment.

• Professional and service-oriented attitude.

• Detail-oriented to ensure the accuracy of reports, correspondence, and tracking documentation.

• Ability to act as a role model and lead others in delivering exceptional customer service.

• Strong work ethic.

• Effective written and oral communication skills with all organizational levels.

• Ability to work collaboratively and independently within a team setting.

• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

• Willingness to learn other relevant programs or software systems used by the firm.

🏝️ Benefits

• Equal employment opportunity and protections against discrimination.

• Reasonable accommodations for medical or religious purposes.