Retirement Client Success Manager

PCS Retirement; Pennsylvania; On-site; USD 65,000 - 85,000; Full time

Job summary

PCS Retirement is seeking an Individual Account Manager in the United States (remote) to manage a portfolio of distribution relationships. You will act as a liaison between the company, advisors, TPAs, and affiliates, ensuring high client satisfaction while driving retention and growth.

The role requires 3–5 years of client relationship experience in retirement, strong communication, and proficiency with Salesforce and MS Office.

Qualifications

• 3-5 years of client relationship management experience, preferably in retirement.
• Bachelors’ degree preferred but not required.
• Knowledge of Non-ERISA plans (IRAs, 403(b), 457) helpful.
• Understanding of financial industry operations and plan documents.
• Experience in coordinating and running client meetings.
• Proficiency with Salesforce and MS Office.

Responsibilities

• Serve as primary contact for requests from advisors, TPAs, and sponsors.
• Deliver high levels of customer service to retain clients and enable growth.
• Schedule and lead regular calls with distribution partners.
• Resolve client issues by coordinating internal teams for escalation.
• Collaborate with Sales to maintain coverage and contact with partners.
• Onboard new clients with cross-team collaboration.
• Review client data for accuracy and protect PII.
• Suggest process improvements and adapt to changes.
• Handle escalations efficiently in a fast-paced setting.

Skills

Relationship management

Account coordination

Customer service

Meeting coordination

Communication

Sales/support liaison

MS Office

Salesforce

Education

Bachelor’s degree preferred

Tools

Salesforce

Microsoft Office

Job description

PCS Retirement is seeking an Individual Account Manager in the United States (remote) to manage a portfolio of distribution relationships. You will act as a liaison between the company, advisors, TPAs, and affiliates, ensuring high client satisfaction while driving retention and growth.

The role requires 3–5 years of client relationship experience in retirement, strong communication, and proficiency with Salesforce and MS Office.