Client Relationship Manager – Retirement Services
What is your Purpose? As a Client Relationship Manager, you will assist plan sponsors with the administration of their retirement plans and act as a liaison between the plan and third-party providers. Assists plan participants with general retirement education and the utilization of their retirement plan. Possesses excellent working knowledge of related subject matter and handles complex issues.
Essential Duties and Responsibilities:
- Responds directly to client inquiries and questions
- Provides on-going guidance and support to participants
- Prepares an annual investment review and runs quarterly screen
- Conducts investment reviews and provides investment recommendations
- Conducts education and enrollment meetings
- Prepares presentations and information for retirement plan education and communication
- Advises on plan design, annual compliance and 5500 filing
- Audit guidance
- Manages top client relationships
- Advises on compliance regulations and guidelines
- Assists with the onboarding of new business and plan transfers
Success Factors & Qualifications:
- Excellent oral and written communication skills – externally and internally
- Ability to build collaborative relationships with clients and third-party providers
- Customer service and responsiveness
- Open to travel to clients as needed
- Bilingual preferred but not required
- Ability to research investment and compliance related topics
- Organized and detail-oriented
- Ability to multi-task and prioritize
- Series 6 & 63. Unlicensed candidates will be considered but required to obtain the requisite licenses within 120 days of employment.
- Bachelor’s degree preferred
Company Culture & Values:
- Collaborative working environment
- Learning and development embedded into everyday workload
- Follows Bryson’s 5 pillars of service in delivering exceptional customer satisfaction: Personal Touch, Accountability, Resolution, Intellectual Capital, & Delivering Value
- High level of customer service
- Boutique and family-centric working environment
Company Perks:
- Generous medical plan with 90% employer contributions
- Dental and vision plans
- Disability Insurance
- 401K options
- Generous PTO accruals
- Eight paid holidays + a floating holiday of employees’ choice
- Quarterly company events: Potlucks, Happy Hours
- Participate in community outreach events
- Career Growth Opportunities
- Non-Producer Bonus Revenue Program
- Employee Referral Program
- Monthly Wellness Contribution
- Gorgeous Long Beach office with rooftop terrace
Working Conditions:
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
This is largely a sedentary role M-F 8 am – 5 pm; however, the physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or finger, handle or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance and stoop, kneel, crouch, and crawl.
The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.
Please email your resume and cover letter to olivia@brysonfinancial.com to be considered for this position