Strategic Retirement Plan Relationship Manager

The Retirement Advantage, Inc. (TRA); United States; On-site; USD 70,000 - 90,000; Full time

Job summary

The Retirement Advantage, Inc. (TRA) is seeking a Client Relationship Manager in the United States to oversee a segment of qualified retirement plans. Responsibilities include promoting client retention, communicating with plan sponsors, and providing expert consultative advice. Candidates should have at least 5 years of retirement industry experience and excellent customer service skills. The role emphasizes education and problem resolution for plan sponsors, showcasing TRA's commitment to exceptional service and community reputation.

Qualifications

• Minimum 5+ years of experience in the retirement industry.
• College degree preferred.
• Must have strong customer service and communication skills.

Responsibilities

• Serve as primary Client Relationship Manager for qualified retirement plans.
• Promote client retention and identify opportunities through customer service.
• Consult with plan sponsors regarding plan design issues and recommend improvements.
• Conduct plan reviews to educate the plan sponsor.
• Engage in proactive outreach campaigns.

Skills

Exceptional customer service skills

Strong organizational skills

Problem-solving skills

Strong communication skills

Knowledge of qualified retirement plan regulations

Ability to track multiple tasks

Education

College degree preferred

5+ years of retirement industry experience

ASPPA QKA or ERPA designation preferred

Tools

Microsoft Office Suite

Job description

The Retirement Advantage, Inc. (TRA) is seeking a Client Relationship Manager in the United States to oversee a segment of qualified retirement plans. Responsibilities include promoting client retention, communicating with plan sponsors, and providing expert consultative advice. Candidates should have at least 5 years of retirement industry experience and excellent customer service skills. The role emphasizes education and problem resolution for plan sponsors, showcasing TRA's commitment to exceptional service and community reputation.