Senior Associate, Relationship Management (529 & CSA)
Core
Strategic relationship management for 529 education savings, ABLE, state auto-IRA, and Child Savings Account (CSA) partners.
Role type
Senior Associate, Relationship Management
Builds
Partner retention, satisfaction, and successful program adoption for government savings programs
Domain
Financial Technology / Government Savings Programs
Deliverable
client delivery
Required skills
client relationship management, problem-solving, cross-functional collaboration, regulatory compliance knowledge, project management, stakeholder communication, prioritization, documentation, analytical skills
Preferred skills
experience in client service, multitasking, proactive attitude
Responsibilities
Develop and monitor partner relationship plans; handle escalated client issues and complaints; partner cross-functionally with Middle Office, Operations, Product, Finance, Legal, and Compliance; ensure accurate partner reporting; maintain clear documentation of communications and issue resolution; exercise independent judgment to recommend process improvements.
Seniority
Senior, hands-on IC