Client Relationship Manager
Core
Deliver high-quality client service and manage relationships for Defined Contribution and Insurance home office partners across the full client lifecycle.
Role type
Client Relationship Manager (CRM)
Builds
Long-term partnerships and seamless client experiences for retirement and insurance channels
Domain
Asset Management / Investment Services
Deliverable
client delivery
Required skills
asset management experience, client relationship management, project management, investment management acumen, issue resolution, root cause analysis, process improvement, cross-functional collaboration, regulatory compliance, Salesforce proficiency
Preferred skills
CIMA, CFA, or CFP licenses
Technologies
Salesforce, Microsoft Office (Outlook, Word, Excel, PowerPoint)
Responsibilities
quarterback day-to-day client activity and foster long-term partnerships, act as primary sales contact for tier-two retirement partners, maintain high-touch engagement with Senior Strategic Account Managers and Investment Due Diligence teams, support pre- and post-sale activities including RFP processes and presentation development, partner cross-functionally to advocate for clients and coordinate operational needs, execute core client service responsibilities including inquiry response and issue resolution, prepare and deliver monthly, quarterly, and annual client materials for reporting and contract renewals, communicate and escalate key client issues while driving continuous team improvements
Seniority
Mid-Senior, hands-on IC