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Client Service Manager
Client Service ManagerVirtualVocations • Fresno, California, United States
Client Service Manager

Client Service Manager

VirtualVocations • Fresno, California, United States
[job_card.variable_hours_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

A company is looking for a Client Service Manager to support retirement plan clients and advisors.

Key Responsibilities

Act as the primary contact for retirement small business clients and advisors

Strengthen client relationships and respond to inquiries regarding retirement plans

Monitor annual plan projects and maintain documentation within the CRM software

Required Qualifications

3+ years of retirement plan experience

Bachelor's degree preferred

ASPPA certification or willingness to pursue it

Solid computer skills including MS Office suite

Ability to manage multiple projects with minimal oversight

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Client Service Manager • Fresno, California, United States

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