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Client Relationship Consultant

ConsultantConsultantFull TimeRemoteTeam 5,001-10,000Since 2000H1B SponsorCompany Site LinkedIn

Location

Florida + 1 more

Posted

28 days ago

Salary

Not specified

Bachelor Degree5 yrs expEnglish

Job Description

• Manage client services and relationships to create “raving fan” clients • Protect, secure, and handle all confidential data • Achieve above 4+ average ratings on client survey forms • Retain all existing profitable clients and prevent attrition • Complete Annual Client Review form for all clients • Watch for changes of the clients’ needs and expectations • Be the main contact for our clients, advisors, CPAs and attorneys • Identify and define clients’ problems • Seek out consulting opportunities by providing additional services • Assign appropriate tasks in Workflow and manage due dates

Job Requirements

Five to ten years of experience in the retirement plan industry
Excellent understanding of plan administration, compliance testing and pension law.
At least three years of hands on experience with defined contribution (401(k)) plans, including record keeping and vendor issues if working primarily with defined contribution plans.
At least three years of hands on actuarial work with defined benefit plans, including cash balance plans if working primarily with defined benefit plans.
Good business sense to understand clients’ business needs
Team player
Self-motivated
Comfortable working with numbers
Excellent verbal and written communication skills, including public speaking, on the phone and presentation skills
Excellent delegation skills
Excellent computer skills in Excel, Word and Notes
Intermediate sales/negotiation skills