Client Relationship Manager I

📋 Description

• Serve as the primary point of contact for plan sponsors across an assigned portfolio of retirement
• Deliver timely, high-quality client service by resolving questions, troubleshooting issues, and
• Clearly communicate plan features, requirements, responsibilities, and regulatory considerations to
• Coordinate cross-functionally to provide accurate and compliant valuation reports, participant
• Represent client needs internally by sharing feedback and insights with Marketing and Product teams.
• Act as an escalation point for participants associated with assigned plans and help ensure their

🎯 Requirements

• 3–5+ years of experience managing retirement plans from end to end, including plan administration
• Strong understanding of qualified retirement plan administration, compliance, and regulatory
• Excellent problem-solving abilities with a meticulous eye for detail and accuracy.
• Strong communication skills, with the ability to interact confidently and professionally while
• Ability to remain composed and solutions-oriented when handling high-stress situations or complex
• Proven ability to work independently, take ownership, and proactively identify opportunities to

🎁 Benefits

• Base salary of $70,000–$75,000 annually.
• Additional compensation components such as bonuses, commissions, or equity may be available.
• Employer 401(k) plan with dollar-for-dollar match up to 4% of compensation, immediately vested, no
• Health, dental, and vision insurance.
• Competitive paid time off and parental leave.
• Unlimited access to financial wellness tools, resources, and financial professionals.