Client Relationship Manager

Emploi pas sur LinkedIn

🕒 il y a 15 jours

🇺🇸 États-Unis – Télétravail

💵 $108 000 - $140 000 / an

⏰ Temps Plein

🟠 Senior

🔴 Expert

💰 Responsable de comptes

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PCS Retirement

Site WebLinkedInTous les Emplois

201 - 500 employés

💸 Finance

🤝 B2B

Finance • B2B

PCS Retirement est un fournisseur de premier plan de solutions modernes et simplifiées de régimes de retraite, desservant une large gamme de clients, y compris des épargnants individuels, des employeurs, des administrateurs tiers (TPA), des conseillers financiers et des institutions. L'entreprise est parmi les fournisseurs de plans de retraite à la croissance la plus rapide du pays, offrant une expérience sans conflit avec des solutions personnalisables et flexibles. PCS Retirement se concentre sur l'élévation des activités de plans de retraite et fournit un support sans faille avec une intégration de paie 360 et un service 24/7.

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)

🎯 Exigences

• 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.

🏖️ Avantages

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