Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan.
Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts.
Conduct participant education meetings and seminars, including one-on-one consultations.
Meticulously update CRM on a real time basis, and generate periodic departmental reports.
Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines.
Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols.
Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings.
Special projects as needed.

1-3 years of experience in the financial services industry required.
Working knowledge of investment analytics (i.e. mutual funds, CIT’s, subaccounts, etc.)
Polished written and oral communication skills
Familiarity with RPAG investment analysis software helpful but not required
Prior experience with CRM software (Redtail and Salesforce a plus)
A proven track record of excellent customer service
Intermediate level knowledge of MS Office – Word, Excel, PowerPoint, Outlook
Extremely detail oriented, proactive, and reliable in all aspects
Working knowledge of facilitating virtual meetings via Microsoft Teams

Client Manager, Retirement Plans

Key skills