Remote Retirement Client Relations Manager

PCS Retirement, LLC; Northern (KY); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

401(k) match

Medical insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

Job summary

PCS Retirement, LLC, a leading independent retirement solutions provider, seeks an Individual Account Manager to oversee a group of distribution relationships. You will serve as the primary liaison between the company, advisors, TPAs, and affiliates, ensuring high client satisfaction and retention.

The role includes proactive client communication, day‑to‑day account support, and issue resolution, plus coordinating onboarding with Sales, Operations, and Service teams.

Qualifications

• 3-5 years of client relationship management experience required, preferably in the retirement industry
• Bachelor’s degree preferred but not required
• Knowledge of Non-ERISA plans (IRAs, 403(b), 457)
• Strong organizational and time management skills
• Ability to read and interpret financial statements and perform data entry

Responsibilities

• Serve as the primary point of contact for advisor, TPA or plan sponsor requests
• Provide high level customer service and build relationships to ensure retention and organic growth
• Coordinate regular calls with distribution partners to discuss updates and initiatives
• Resolve client-related issues promptly by mobilizing internal teams
• Assist in onboarding new clients with cross-functional teams
• Maintain data accuracy and protect confidential information
• Support management in improving procedures and policies

Skills

Client relationship management

Meetings facilitation

Communication

Problem solving

Independent & team work

Education

Bachelor's degree preferred

Tools

Salesforce

Microsoft Office (Word, Excel, PowerPoint, Outlook)

Job description

PCS Retirement, LLC, a leading independent retirement solutions provider, seeks an Individual Account Manager to oversee a group of distribution relationships. You will serve as the primary liaison between the company, advisors, TPAs, and affiliates, ensuring high client satisfaction and retention.

The role includes proactive client communication, day‑to‑day account support, and issue resolution, plus coordinating onboarding with Sales, Operations, and Service teams.