Client Relationship Consultant – Retirement

This is a fully remote position, open to applicants in Connecticut, +4 more states.

📋 Description

• Develop, nurture, and strengthen relationships with a designated portfolio of existing law firm clients under general oversight.

• Address email and phone inquiries from the assigned book of business.

• Guide assigned clients through recurring events, including Form 5500 submissions, nondiscrimination testing, and year-end processes.

• Enhance client satisfaction and retention by conducting regular meetings and discussions about service levels, plan utilization, product offerings, and fund performance.

• Collaborate effectively with sales, recordkeeping, and operations teams to meet client needs.

• Resolve client issues and escalate concerns to management as necessary.

• Cultivate and maintain a comprehensive understanding of the specific needs of assigned clients.

• Hold overall accountability for client relationships and retention.

• Utilize available automation, AI, and digital tools judiciously to enhance client support.

• Carry out additional responsibilities as assigned.

⛳️ Requirements

• A bachelor's degree is required.

• FINRA SIE and Series 6 certifications must be obtained within 120 days.

• At least 3 years of experience in plan/client relationship management.

• Excellent written and verbal communication skills.

• In-depth knowledge of 401(k) plans and relevant ERISA regulations.

• Familiarity with the company’s products and services is essential.

• Experience with OMNI is preferred.

🏝️ Benefits

• Comprehensive health, dental, vision, and life insurance plans.

• 401(k) Savings plan featuring generous company matching contributions up to 6%.

• Voya Retirement Plan, which includes an employer-paid cash balance retirement plan at 4%.

• Tuition reimbursement available up to $5,250 per year.

• 20 days of paid time off.

• Nine paid company holidays.

• Flexible Diversity Celebration Day.

• 40 hours of paid volunteer time each calendar year.

• Annual cash incentives, sales incentives, and/or long-term incentives based on the role and the achievement of annual performance objectives.