Client Relationship Manager

Job Summary

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