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Relationship Manager - Remote

Posted 15 weeks ago

Overview

The Relationship Manager position at PCS Retirement is responsible for managing distribution relationships, ensuring client satisfaction, and supporting retention goals.

In Short

  • Primary point of contact for advisors and TPAs
  • High level of customer service and relationship building
  • Regular calls with distribution partners
  • Problem-solving and issue resolution
  • Coordination with Sales team
  • Liaison for onboarding new clients
  • Periodic review of client data
  • Assistance in improving procedures
  • Professional conduct and partnership with management
  • Other duties as assigned

Requirements

  • 5-7 years of client relationship management experience
  • Bachelor’s degree preferred
  • Knowledge of retirement plans
  • Understanding of financial operations
  • Experience in client meetings
  • Strong organizational skills
  • Technical proficiency
  • Communication skills
  • Ability to work under stress
  • Data entry and financial statement interpretation

Benefits

  • 401(k) match
  • Medical, dental, vision insurance
  • Life insurance
  • Short and long term disability
  • Paid time off

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