Client Relationship Manager

Job not on LinkedIn

🕒 Yesterday

🇺🇸 United States – Remote

💵 $108k - $140k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

🦅 H1B Visa Sponsor

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PCS Retirement

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🤝 B2B

Finance • B2B

PCS Retirement is a leading provider of modern, simplified retirement plan solutions, serving a broad range of clients including individual savers, employers, third-party administrators (TPAs), financial advisors, and institutions. The company is among the fastest growing retirement plan providers in the nation, offering a conflict-free experience with customizable and flexible solutions. PCS Retirement focuses on elevating retirement plan businesses and providing seamless support with 360 payroll integration and 24/7 service.

📋 Description

• Own and manage a portfolio of strategic client relationships, ensuring a seamless and consistent experience across sales, service, and operations • Serve as the point of contact for client needs, including escalation management, issue resolution, and ongoing relationship support • Advocate for the voice of the client internally, ensuring alignment to client needs, expectations, and evolving priorities • Collaborate cross-functionally to remove friction, improve processes, and elevate the overall service model • Drive a proactive, solutions-oriented approach to relationship management, moving beyond transactional interactions to long-term strategic partnerships • Identify trends across client relationships to inform broader business improvements, service enhancements, and strategic initiatives • Develop, document, and drive execution of action plans in partnership with internal stakeholders to deliver on commitments and enhance the client experience • Lead strategic partnership discussions to assess relationship health, identify opportunities for improvement, and align on shared goals • Drive proactive engagement to promote adoption of solutions that enhance products/services • Establish and maintain structured engagement models, including regular check-ins and quarterly business reviews (QBRs)

🎯 Requirements

• 5-7 years of experience as client relationship in the retirement industry experience required • Bachelors’ degree • Knowledge of 401k plans and/or 403b, 457 plans, as well as basic understanding of the full suite of retirement products and services • QPA, QKA preferred but not required • High level of accountability and ownership of assigned relationships • Technical proficiency and highly adaptive to learning and working in multiple systems • Strong organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines • Experienced in coordinating and running client meetings in person and virtually • Communication skills and professional demeanor to interact with all levels of management, other associates and counterparts at other firms • Work independently and in a team environment • Work well under stress created by time deadlines, workflow volume changes and telephone/associate inquiries.

🏖️ Benefits

• 401(k) match • medical • dental • vision • life insurance • short and long term disability • paid-time off