Client Relationship Manager, Client Services - Retirement

The Client Relationship Manager, Client Services - Retirement serves as the primary point of contact for existing big and elite advisor plan clients and their financial advisors, ensuring successful service experiences, product enhancements, and plan retention. This role involves providing consultative advice, troubleshooting issues, and promoting plan retention through ownership and problem resolution. The position requires collaboration with sales, service, and operations partners to support coordinated strategies for plan clients and their financial professionals.