**What You'll Do**

Manages day-to-day client relationships, managing an assigned portfolio to ensure accurate, timely service. This role builds trust by helping clients navigate questions, issues, and requests while maintaining service standards and company policies. By providing dependable support and solutions, helps clients get their needs met accurately and on time, strengthens satisfaction, fosters long-term relationships, and supports improvements that drive retention and business growth.

+ Independently manage a small portfolio of clients, providing guidance on retirement plan administration and participant inquiries. Resolve moderately complex client questions using discretion, identifying when escalation is necessary. Collaborate with internal partners (operations, advisors, compliance) to coordinate client deliverables and plan milestones.
+ Review and approve routine retirement plan transactions, ensuring accuracy and adherence to policy. Analyze partici...