PenChecks Trust

Account Manager

• Serve as the primary point of contact for assigned small- to mid-market clients.
• Build and maintain strong relationships with financial advisors, recordkeepers, TPAs, and strategic partners.
• Conduct regular client meetings and business reviews to ensure client satisfaction and retention.
• Respond to client inquiries and resolve service-related issues in a timely manner.
• Identify opportunities to expand client engagement and increase utilization of retirement and rollover solutions.
• Coordinate with internal teams to support client needs and strategic initiatives.
• Support onboarding and implementation activities for new clients and partners.
• Coordinate account setup, operational workflows, and service expectations.
• Assist with implementation timelines and project coordination.
• Educate clients on platform capabilities, service offerings, and retirement account processes.
• Ensure successful client adoption and transition to ongoing relationship management.
• Maintain accurate client records, activity tracking, and documentation within CRM systems.
• Partner with Operations, Compliance, Product, and Service teams to deliver seamless client experience.
• Assist with client reporting, service reviews, and performance metrics.
• Support continuous process improvement initiatives designed to enhance scalability, efficiency, and client satisfaction.
• Ensure adherence to internal policies, regulatory requirements, and industry best practices.
• Support proposal development, due diligence requests, and RFP responses.
• Collaborate with Product and Product Marketing teams on client initiatives and feedback.
• Partner with senior Relationship Managers and Sales leadership to support business growth objectives.
• Provide market and client insights to support product enhancements and sales strategies.

Advisor Relationship Manager