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Client Relationship Manager
A company is looking for a Client Relationship Manager who will engage closely with the Operations team and clients. Key Responsibilities Manage client interactions and ensure best practices across assigned clients Prepare monthly client reports and support internal/external audits Participate in client calls and service reviews as needed Required Qualifications BS Degree or equivalent experience Minimum of 2 years' experience in Retirement Plans Proficient in MS Office, particularly Excel Demonstrated organizational and analytical skills Self-starter with proactive thinking abilities
A company is looking for a Client Relationship Manager who will engage closely with the Operations team and clients.
Key Responsibilities
Manage client interactions and ensure best practices across assigned clients
Prepare monthly client reports and support internal/external audits
Participate in client calls and service reviews as needed
Required Qualifications
BS Degree or equivalent experience
Minimum of 2 years' experience in Retirement Plans
Proficient in MS Office, particularly Excel
Demonstrated organizational and analytical skills
Self-starter with proactive thinking abilities
