Client Relationship Manager

Job description

Job Summary : B uilds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; resolves team escalations, documents procedures and identifies areas for process improvement. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions . - Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication - Acts in a pro-active manner with assigned clients and builds relationships to ensure retention - Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues - May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed - Performs under pressure with minimal direction - Meets competing deadlines in a very fast paced, dynamic and demanding environment...