At our organization, we are committed to fighting for everyone's opportunity for a better financial future. We believe in standing up for and championing access to financial opportunities for every individual and community. Our team is dedicated to making a meaningful impact today that shapes a brighter tomorrow.
As a Client Relationship Manager, you will play a crucial role in maintaining and enhancing relationships with our larger and more complex clients. This position offers the flexibility of remote work, with occasional travel to our office as business demands.
Your Responsibilities
Build and nurture relationships with key stakeholders through regular client meetings and discussions.
Collaborate closely with sales, recordkeeping, and operations teams to ensure seamless service delivery.
Participate in final presentations and contribute to strategic initiatives.
Resolve complex issues and manage larger client accounts with a strong understanding of ERISA principles.
Facilitate technical compliance discussions and provide support for plan participants.
Minimum Requirements
FINRA Series 6 certification.
4+ years of experience in retirement plan or client relationship management.
Excellent communication skills with a deep knowledge of financial products and services.
Strong understanding of ERISA regulations and compliance.
Preferred Qualifications
Bachelor's degree or equivalent experience.
Compensation And Benefits
In addition to base pay, we provide incentive opportunities and a comprehensive benefits package that includes:
Health, dental, vision, and life insurance plans.
401(k) Savings plan with generous company matching contributions.
Voya Retirement Plan with employer-paid cash balance retirement benefits.
Tuition reimbursement up to $5,250 per year.
Paid time off, company holidays, and a flexible Diversity Celebration Day.
Paid volunteer time of up to 40 hours per calendar year.
Key Skills For Success
Customer Focus: Passionate about delivering unique solutions that exceed customer expectations.
Critical Thinking: Analytical mindset to solve complex problems.
Team Collaboration: Partner effectively to achieve common goals.
Business Acumen: Understand the financial services industry to make informed decisions.
Learning Agility: Open to acquiring new skills and adapting to change.
Ready to embark on a meaningful journey with us? Start your voyage by applying today!
Employment Type: Full-Time
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Business Development
Industries
Human Resources Services
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