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Senior Client Relationship Manager

Company: The Judge Group
Location: Walnut Creek
Posted on: November 17, 2023

Job Description:

Location: Walnut Creek, CA
Salary: $80,000.00 USD Annually - $100,000.00 USD Annually
Description: Title: Senior Client Relationship ManagerLocation: Hybrid in Walnut Creek, CA (non-negotiable) -Job Type: -PermanentPay Rate: CompetitiveContact: agomez@judge.comResponsibilities:

  • Focus on engaging, building, and strengthening the existing client base in the region.
  • Build and maintain long-term relationships with clients and key personnel.
  • Manage day-to-day operations and servicing of group retirement plan clients.
  • Ensure timely execution of required annual compliance tasks.
  • Facilitate client and participant inquiries and service requests proactively.
  • Conduct plan review meetings with clients, including board members, committees, and C-suite executives.
  • Manage pre and post client meeting tasks, including preparation of meeting materials, post-review meeting minutes, plan amendments, fund changes, etc.
  • Coordinate plan support services with the home office to ensure timely and accurate delivery.
  • Engage in client retention and growth objectives within the assigned book of clients.
  • Seek opportunities for client service model enhancements and identify opportunities for increasing plan contributions.
  • Work closely within the regional team to coordinate the delivery of services.
  • Design participant education campaigns and conduct group education presentations when needed.
  • Leverage existing client relationships for new opportunities within the region.
  • Attend client events to enhance relationships.
  • Maintain Salesforce records.Must-Haves:
    • Prior work experience in the group retirement plan industry.
    • Knowledge and understanding of corporate/group retirement plans, including retirement plan design, investment monitoring, plan administration, and compliance testing.
    • Excellent business writing, presentation, and public speaking skills.
    • Comfortable presenting in front of groups and C-suite executives.
    • Client relationship management experience.
    • Ability to handle pressure, prioritize, and multitask.
    • Ability to work flexible hours.
    • Active FINRA Series 6, 63, and SIE or must be obtained within the first year of employment.
    • Active State Life and Health Insurance License required or obtained within the first year of employment.
    • Valid driver's license.Nice to Have:
      • Bachelor's Degree.
      • Prior work experience in the group retirement plan industry.
      • Knowledge and understanding of corporate/group retirement plans, including retirement plan design, investment monitoring, plan administration, and compliance testing.What you'll receive: -
        • -Annual Bonus: dependent on individual + company performance -
        • Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment -
        • 401(k) Match: You will be eligible to receive up to 9% of your pay (salary and incentive compensation) in company contributions. A non-elective employer contribution of 3%, plus a 100% employer match on employee contributions of up to 6% of pay. -
        • Parental Leave: 8 weeks fully paid -
        • PAID TIME OFF: 20 days plus two floating personal holidays -
        • Matching Gift Program: Company donations of $25 or more to your favorite organizations -

          Contact:
          This job and many more are available through The Judge Group. Find us on the web at

Keywords: The Judge Group, Walnut Creek , Senior Client Relationship Manager, Executive , Walnut Creek, California

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