Client Relationship Manager

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🕒 vor 4 Tagen

🇺🇸 Vereinigte Staaten – Remote

💵 $108.000 - $140.000 / Jahr

⏰ Vollzeit

🟠 Senior

🔴 Experte

💰 Account Manager

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

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PCS Retirement

WebsiteLinkedInAlle Stellen

201 - 500 Mitarbeiter

💸 Finanzen

🤝 B2B

Finance • B2B

PCS Retirement ist ein führender Anbieter moderner, vereinfachter Lösungen für Altersvorsorgepläne und bedient eine breite Palette von Kunden, darunter private Sparer, Arbeitgeber, Drittverwalter (TPAs), Finanzberater und Institutionen. Das Unternehmen gehört zu den am schnellsten wachsenden Anbietern von Altersvorsorgeplänen in den USA und bietet ein konfliktfreies Erlebnis mit anpassbaren und flexiblen Lösungen. PCS Retirement konzentriert sich auf die Steigerung von Altersvorsorge-Geschäften und bietet nahtlose Unterstützung mit 360-Grad-Payroll-Integration und 24/7-Service.

Beschreibung

• 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)

🎯 Anforderungen

• 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.

🏖️ Vorteile

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