Job Description
Description
We are looking for a licensed Client Relationship Manager to support educators and retirement plan participants in New York. This position blends consultative client service with retirement planning guidance, helping individuals make informed decisions about 403(b) accounts and related financial solutions. The ideal candidate brings strong relationship-building ability, a solid grasp of regulatory standards, and a service-oriented approach to long-term client support.
Responsibilities:
• Oversee an assigned group of clients, holding regular conversations about retirement objectives, contribution strategies, and changing financial priorities.
• Respond to service requests with accuracy and urgency, ensuring account-related needs are completed and tracked through resolution.
• Maintain ongoing outreach to clients regarding plan changes, contribution opportunities, and major life events that may affect financial planning decisions....
We are looking for a licensed Client Relationship Manager to support educators and retirement plan participants in New York. This position blends consultative client service with retirement planning guidance, helping individuals make informed decisions about 403(b) accounts and related financial solutions. The ideal candidate brings strong relationship-building ability, a solid grasp of regulatory standards, and a service-oriented approach to long-term client support.
Responsibilities:
• Oversee an assigned group of clients, holding regular conversations about retirement objectives, contribution strategies, and changing financial priorities.
• Respond to service requests with accuracy and urgency, ensuring account-related needs are completed and tracked through resolution.
• Maintain ongoing outreach to clients regarding plan changes, contribution opportunities, and major life events that may affect financial planning decisions....