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