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ERISA Services, Inc. · 17 hours ago

Client Relationship Manager

United States

Full-time

Remote

Mid Level

ERISA Services, Inc. is a company specializing in retirement plan design and tax-advantaged savings plans for small to mid-sized businesses. They are seeking a Client Relationship Manager who will oversee client accounts, maintain and grow client relationships, and serve as the primary point of contact for client needs.

ConsultingFinancial ServicesProfessional Services

Hiring Manager

Robert G. Miller, QPFC, AIF

Responsibilities

Oversee client accounts

Maintain and grow client relationships

Act as the primary point of contact for client needs

Managing account administration

Addressing client inquiries

Ensuring the timely resolution of issues

Supporting the implementation of company services

Collaborating with internal teams to ensure client satisfaction and retention

Identifying opportunities to enhance service offerings

Qualification

Client relationship managementCustomer service skillsProject managementTechnical familiarity with retirement plansProblem-solving skillsEffective communicationAttention to detailCritical thinkingOrganizational skillsConfidential information handling

Required

Strong client relationship management and customer service skills, including effective communication and the ability to address client needs proactively

Organizational and project management skills to ensure the timely and accurate administration of client accounts

Technical familiarity with retirement and tax-advantaged savings plans and the ability to learn and use proprietary technology systems efficiently

Problem-solving and critical thinking skills to address client challenges and propose effective solutions

Attention to detail, distinct responsibility, and the ability to handle confidential information accurately and ethically