Client Relationship Manager, FuturePlan

The Client Relationship Manager at FuturePlan serves as the primary point of contact for existing elite advisor plan clients and their financial advisors, ensuring a successful service experience and promoting plan retention. This role involves providing consultative advice, resolving escalated issues, and developing strategies to support plan clients and their financial professionals. The position requires collaboration with internal departments to advocate for clients and drive organic growth through cross-selling and relationship management.