Client Relationship Manager-Retirement Services
Role Overview
In this role, you will provide comprehensive relationship management support to our Retirement Plan Advisors, ensuring the seamless delivery of high-quality 401(k) and other retirement plan services to our clients.
Your expertise in 401(k) plan design, administration and compliance will be essential in maintaining regulatory standards and offering actionable insights to both advisors and plan sponsors.
Key Skills for This Role
Full Job Posting
Qualifications:
- Bachelor’s degree in Business, Finance, Accounting, or a related field.
- 2–5 years of experience working with retirement plans, particularly 401(k) plans, in a client-facing, compliance or administrative capacity.
- Experience supporting advisors and/or clients in a retirement plan or financial services environment.
- Strong interpersonal, written, and verbal communication skills.
- High attention to detail and ability to manage multiple projects simultaneously.
- Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite.
- ASPPA, CEBS, QKA, or other designations related to 401(k) plan administration or ERISA compliance are a plus.
- Disclaimer:
- While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
- Equal Employment Opportunity (EEO):
- FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.
- Benefits:
- FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!
Preferred Qualifications
- Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite.
- ASPPA, CEBS, QKA, or other designations related to 401(k) plan administration or ERISA compliance are a plus.
About Foundation Risk Partners
Foundation Risk Partners is one of the fastest-growing insurance brokerage and consulting firms in the United States, covering the full spectrum of commercial and personal insurance.
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