Client Relationship Manager
OneDigital(17 days ago)
About this role
The Client Relationship Manager at OneDigital is responsible for managing relationships with retirement plan clients, understanding their needs, and providing expert guidance on plan design, investment management, and compliance. The role focuses on building trust, ensuring client satisfaction, identifying growth opportunities, and collaborating with internal teams to deliver tailored retirement solutions.
Required Skills
- ERISA
- Retirement Planning
- Investment Management
- Regulatory Compliance
- Client Relationship Management
- CRM
- Financial Planning
- Fiduciary Duty
- Salesforce
- Communication
Qualifications
- Bachelor's degree in Business, Economics, Finance, or related field
- 2-3 years of retirement plan related experience
About OneDigital
onedigital.comAccess insurance, financial services, employee benefits, and PEO solutions on one platform through local advisors.
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