Senior Client Relationship Manager, Retirement Services

Fairygodboss

Louisville (KY)

On-site

USD 60,000 - 90,000

Full time

14 days+
Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

A financial services company in Louisville, Kentucky, is seeking a Client Relationship Manager. This role involves driving client retention, enhancing client experience, and solving complex issues collaboratively. Candidates should have 3-5 years of experience and strong communication skills. A commitment to diversity and ethical standards is essential. This position offers a dynamic work environment focused on strategic thinking and results-driven solutions.

Qualifications

  • 3 to 5 years of directly related experience.
  • Understanding of the 401(k) product and industry preferred.
  • Strong communication skills across organizational levels.

Responsibilities

  • Manage client relationships and retention strategies.
  • Drive results through financial analysis and communication.
  • Lead problem resolution efforts for complex client issues.

Skills

Client relationship management
Strategic thinking
Communication skills
Problem-solving

Education

Relevant experience or military experience

Tools

Financial analysis tools

Job description

A financial services company in Louisville, Kentucky, is seeking a Client Relationship Manager. This role involves driving client retention, enhancing client experience, and solving complex issues collaboratively. Candidates should have 3-5 years of experience and strong communication skills. A commitment to diversity and ethical standards is essential. This position offers a dynamic work environment focused on strategic thinking and results-driven solutions.
Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Retirement Plan Client Service Lead
Retirement Plan Client Service Lead

Fairygodboss • Louisville (KY)

On-site
USD 45,000 - 60,000
Retirement Plan Client Success Specialist
Retirement Plan Client Success Specialist

Fairygodboss • Louisville (KY)

On-site
USD 35,000 - 50,000
Retirement Specialist | Growth & Training Opportunities
Retirement Specialist | Growth & Training Opportunities

SkyKey Financial • Independence (KY)

On-site
USD 42,000 - 64,000
Ongoing training & support
Growth opportunities
Pre-set appointments on your calendar
Strategic Retirement Plan Relationship Manager
Strategic Retirement Plan Relationship Manager

LevelUP HCS • New York (NY)

On-site
USD 95,000 - 100,000
Senior Manager, Retirement Services Implementation
Senior Manager, Retirement Services Implementation

Fairygodboss • Louisville (KY)

On-site
USD 70,000 - 90,000
Best-in-class benefits
Company-paid volunteering time
Ongoing training and development opportunities
Senior Enterprise Retirement Relationship Leader
Senior Enterprise Retirement Relationship Leader

Charles Schwab • Richfield Township (OH)

Hybrid
USD 100,000 - 150,000
401(k) with company match
Paid time for vacation
Tuition reimbursement
Retirement Plan Client Services Manager I
Retirement Plan Client Services Manager I

ADP • Louisville (KY)

Hybrid
USD 60,000 - 80,000
Wealth Advisor & Retirement Planning Specialist
Wealth Advisor & Retirement Planning Specialist

Prudential Financial • Louisville (KY)

On-site
USD 15,000 - 75,000
Retirement Planning Consultant (Hybrid)
Retirement Planning Consultant (Hybrid)

Fidelity Investments Inc. • Covington (KY)

Hybrid
USD 40,000 - 55,000
Maternal and Parental Leave
Tuition Reimbursement
Student Loan Assistance
+5
Senior Relationship Manager & Wealth Servicing (Remote)
Senior Relationship Manager & Wealth Servicing (Remote)

Farther • Scottsdale (AZ)

Hybrid
USD 80,000 - 100,000
Competitive compensation package
Health benefits
401(k) matching
+1