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Client Relationship Manager
2 months ago
As a Client Relationship Manager at StanCorp Financial Group, you will be responsible for providing exceptional customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts. Your goal will be to achieve business growth and customer retention by developing and managing effective primary relationships with advisors and channel relationships.
Key Responsibilities:- Develop and manage effective primary relationships with advisors and channel relationships through frequent contact, proactive touchpoints, and responsive communication.
- Work with customers and channel relationships to understand their concerns and needs, and act as a liaison between home office departments and the customer to initiate plan improvements and resolve issues.
- Provide plan design consulting services as needed, and drive client retention by providing value-added information to advisors and delivering information such as plan reviews through virtual meetings.
- Provide investment advisory services, fund lineup updates, and deliver Investment Due Diligence and Monitoring Reports as necessary.
- Coordinate the installation of assigned new groups with the advisor and plan sponsor and channel relationships, including assisting in the data collection process, managing the new business submission process, and delivering documents and agreements.
- Deliver all aspects of the enrollment, re-enrollment, and education process, including proactively scheduling, determining content, preparing for, and delivering virtual meetings.
- Participate in sales presentations as a relationship manager when requested by sales manager, and promote new products and services to plan sponsors.
- Degree or equivalent job experience preferred.
- Experience: 3 to 5 years demonstrated relationship management experience in the retirement plans field or an equivalent combination of education and/or relevant experience.
- Good knowledge of qualified plans, ERISA, and qualified plan investments.
- Professional certification required: Series 6/7, with Series 63 where applicable, OR a Series 65 license within 90 days of hire.
