Client Relationship Manager

PCS Retirement

. Own and manage a portfolio of strategic client relationships .

Posted 4/21/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $108,000 - $140,000 per yearWebsite

About the role

Key responsibilities & impact

Own and manage a portfolio of strategic client relationships
Serve as the point of contact for client needs, including escalation management
Advocate for the voice of the client internally
Collaborate cross-functionally to remove friction and improve processes
Drive a proactive, solutions-oriented approach to relationship management
Identify trends across client relationships to inform broader business improvements
Develop, document, and drive execution of action plans
Lead strategic partnership discussions
Drive proactive engagement to promote solutions that enhance products/services
Establish and maintain structured engagement models
Provide leadership, mentorship and guidance to develop team capability

Requirements

What you’ll need

5-7 years of experience as client relationship in the retirement industry experience required
Bachelors’ degree
Knowledge of 401k plans and/or 403b, 457 plans
QPA, QKA preferred but not required
High level of accountability and ownership of assigned relationships
Technical proficiency and highly adaptive to learning and working in multiple systems
Strong organizational and time management skills

Benefits

Comp & perks

401(k) match
medical
dental
vision
life insurance
short and long term disability
paid-time off

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

client relationship management401k plans403b plans457 plansaction plan developmentprocess improvementescalation managementsolutions-oriented approachtrend analysistechnical proficiency

Soft Skills

leadershipmentorshiporganizational skillstime managementcollaborationaccountabilityownershipcommunicationproblem-solvingadaptability

Certifications

Bachelors’ degreeQPAQKA