Retirement Plans Client Advocate - Retention & Growth

Prudence Holdings; Phoenix (AZ); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive base pay

Benefits

Equity (RSUs)

Job summary

Prudence Holdings is seeking a Client Relationship Manager in Phoenix, Arizona. This role involves managing B2B plan sponsors, addressing inquiries, and driving client retention through thoughtful service.

Your empathy and analytical skills will make a significant impact on customer satisfaction. The position includes engaging with AI tools to enhance service delivery and requires hybrid work expectations for employees in designated office locations.

Qualifications

• Demonstrated ability to manage B2B client relationships effectively.
• Experience in a consultative service role.
• Strong communication skills to interact with diverse stakeholders.

Responsibilities

• Manage inbound inquiries from plan sponsors.
• Provide retention services through proactive outreach.
• Collaborate with cross-functional teams to improve client satisfaction.

Skills

Customer focus

Problem-solving

Empathy

Analytical skills

Job description

Prudence Holdings is seeking a Client Relationship Manager in Phoenix, Arizona. This role involves managing B2B plan sponsors, addressing inquiries, and driving client retention through thoughtful service.

Your empathy and analytical skills will make a significant impact on customer satisfaction. The position includes engaging with AI tools to enhance service delivery and requires hybrid work expectations for employees in designated office locations.