Senior Client Relationship Specialist, Retirement Solutions

MetLife; New Jersey; Hybrid; USD 75,000 - 100,000; Full time

Benefits offered by this job

Health plan

401(k) with match

Life insurance

EAP & mental health programs

Paid time off

Job summary

MetLife’s Retirement & Income Solutions team is seeking a Client Relationship Specialist to deliver high-quality service, administration, and relationship management for institutional life insurance programs across the United States. You will partner with tax, legal, actuarial, and investments teams to support complex benefit-funding programs and client success.

This hybrid role in New Jersey requires a FINRA Series 6 license, 3–5 years in related fields, and strong communication skills.

Qualifications

• FINRA Series 6 license required.
• 3–5 years of experience in life insurance, financial services, retirement services, or a related client service/operations environment.
• Excellent written and verbal communication skills with the ability to build relationships with clients, brokers, and internal partners.
• Strong organizational, analytical, and problem-solving skills with the ability to manage multiple priorities in a fast-paced environment.
• Demonstrated ability to adopt and apply technology, including AI, to solve business challenges and improve client outcomes.

Responsibilities

• Manage end-to-end administration and servicing for institutional life insurance cases.
• Provide proactive case management and relationship support for institutional clients, brokers, and consultants.
• Coordinate new case implementation, policy administration, reporting setup, and ongoing service activity with cross-functional teams.
• Develop client and broker communications, reporting support, and issue-resolution plans.

Skills

FINRA Series 6

Client service

Relationship management

Communication

Organizational skills

Analytical skills

AI adoption

Education

Bachelor's degree preferred

Tools

MS Office

SharePoint

Salesforce

Job description

MetLife’s Retirement & Income Solutions team is seeking a Client Relationship Specialist to deliver high-quality service, administration, and relationship management for institutional life insurance programs across the United States. You will partner with tax, legal, actuarial, and investments teams to support complex benefit-funding programs and client success.

This hybrid role in New Jersey requires a FINRA Series 6 license, 3–5 years in related fields, and strong communication skills.