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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.
Job Description
Position Responsibilities
- Client Relationship Management & Business Partnership
- Lead and support the CRM team to drive client satisfaction, retention, and growth opportunities.
- Identify and pursue opportunities for cross‑selling and upselling products and services within the retirement solutions portfolio.
- Partner with Distribution and Product teams to support new business initiatives, respond to RFPs, and participate in finalist presentations as needed.
- Strategic Growth & Retention
- Ensure service standards and contractual obligations are met for all assigned accounts.
- Monitor KPIs and OKRs as well as client satisfaction metrics; proactively address service gaps and expand issues as needed.
- Collaborate with Operations leadership to influence process improvements and enhance client experience.
- Risk Management & Governance
- Maintain strong awarenes...