Future Opportunities: Retirement Client Relationship Manager

📋 Description

• Be the go-to partner for our B2B plan sponsors
• Manage inbound inquiries and reach out to at-risk accounts
• Drive retention with consultative, thoughtful service
• Collaborate across teams to improve client satisfaction
• Bring empathy and analytical rigor to each engagement
• AI tools relevant to the role will be assessed during the interview

🎯 Requirements

• Strong customer service and relationship management skills
• Handle inbound inquiries and manage at-risk accounts
• Drive retention with a consultative approach
• Excellent communication and cross-functional collaboration
• Empathy paired with analytical rigor
• Comfortable working in a hybrid office environment

🎁 Benefits

• Competitive benefits and RSUs
• Hybrid work: 2-3 days in-office per week
• Opportunities to work with AI tools
• Equal opportunity employer
• Impact small business customers