Client Relationship Manager

What you’d do

Manages day-to-day service for a book of employer-sponsored retirement plans such as 401(k) and 403(b), acting as main contact for plan sponsors and coordinating recordkeepers, TPAs, auditors, and payroll providers. Full time, service and retention focused. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• CPFA, QKA, QKC, CRPS, C(k)P, or CFP designation
• Experience with $5M–$100M plans, 50–1,000 participants
• Microsoft Dynamics 365 or comparable CRM
• Conversational Spanish
• Bachelor's degree or equivalent experience