Client Relationship Consultant

Role Overview

• Manage client services and relationships to create “raving fan” clients
• Protect, secure, and handle all confidential data
• Achieve above 4+ average ratings on client survey forms
• Retain all existing profitable clients and prevent attrition
• Complete Annual Client Review form for all clients
• Watch for changes of the clients’ needs and expectations
• Be the main contact for our clients, advisors, CPAs and attorneys
• Identify and define clients’ problems
• Seek out consulting opportunities by providing additional services
• Assign appropriate tasks in Workflow and manage due dates

Requirements

• Five to ten years of experience in the retirement plan industry
• Excellent understanding of plan administration, compliance testing and pension law.
• At least three years of hands on experience with defined contribution (401(k)) plans, including record keeping and vendor issues if working primarily with defined contribution plans.
• At least three years of hands on actuarial work with defined benefit plans, including cash balance plans if working primarily with defined benefit plans.
• Good business sense to understand clients’ business needs
• Team player
• Self-motivated
• Comfortable working with numbers
• Excellent verbal and written communication skills, including public speaking, on the phone and presentation skills
• Excellent delegation skills
• Excellent computer skills in Excel, Word and Notes
• Intermediate sales/negotiation skills

Benefits

• Health insurance
• Retirement plans
• Paid time off
• Flexible work arrangements
• Professional development