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Remote Financial Client Relationship Manager

Company: VirtualVocations
Location: Santa Rosa
Posted on: November 22, 2022

Job Description:

A financial services company is seeking a Remote Financial Client Relationship Manager.

Candidates will be responsible for the following:
Acting as the single point of contact for the plan sponsors within your book of accounts
Providing timely, superior customer service, including problem solving and issue resolution
Assisting clients with all ongoing plan design and document support
Qualifications for this position include:

3-5+ years of experience in A-Z plan administration
Strong ability to troubleshoot with a meticulous eye for detail
Have a passion for solving problems and helping people
Communicate with confidence, professionalism and empathy
Ability to work autonomously and take initiative to proactively service customers and resolve any issues

Keywords: VirtualVocations, Santa Rosa , Remote Financial Client Relationship Manager, Executive , Santa Rosa, California

Click here to apply!

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