Client Relationship Manager - The Mutual of America Financial Group : Job Details

The Client Relationship Manager (CRM) position will focus on engaging, building and strengthening their region's existing client base. Build and maintain long-term relationships with clients and key personnel Manage the day-to-day operations and servicing of group retirement plan clients On an ongoing basis, maintain compliance calendar for each client to ensure timely execution of required annual compliance tasks Facilitate client (plan sponsor), and participant inquiries and service requests in a proactive manner Meet with clients (board members, committees, and C-suite executives) to conduct plan review meetings Manage pre and post client meeting tasks: preparation of meeting material (plan health reports, investment reviews, plan design, compliance, legislative updates), post-review meeting minutes, plan amendments, fund changes etc.) Coordinate plan support services (audit support, 5500's, NDT testing) with home office to ensure services are delivered timely and accurately Engage ...Relationship Manager, Client Relations, Relationship, Manager, Client, Business Services, Retirement