Client Relationship Manager
Core
Manage assigned book of business to drive new business implementation, asset retention, growth, and client satisfaction.
Role type
Client Relationship Manager (Financial Services)
Builds
Client relationships, business plans, and participant education campaigns for defined contribution plans.
Domain
Financial Services / Defined Contribution / Retirement Planning
Deliverable
client delivery
Required skills
Client relationship management, business plan development, investment consultation, sales support, product initiative support
Preferred skills
Bachelor's degree, experience in defined contribution marketplace
Technologies
None stated
Responsibilities
Maintain and strengthen relationships with key clients, distribution partners and TPAs; Develop business plans identifying key clients and action steps; Consult with clients and brokers on investment issues including performance, diversification, style and suitability; Work with plan sponsor to design participant education campaigns; Assist sales representatives with sales presentations and act as subject matter expert; Introduce and support new product and service initiatives
Seniority
Mid-level (4+ years experience)