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