Client Success Manager II
virtual vocationsDenver, CO
Client Success Manager II
L4
virtual vocationsDenver, COyesterday
Occupations
Project Management SpecialistsPersonal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdvicePension FundsOther Management Consulting ServicesManaging client success activities for complex retirement plans, the full-time Client Success Manager II will ensure timely completion of plan tasks, facilitate communication between clients and internal teams, and support client retention efforts in a fully remote environment.
Key responsibilities:
Serve as the primary contact for clients and advisors, ensuring satisfaction and retention of the client portfolio
Monitor project status and deadlines, following up on year-end data collection and regulatory requirements
Lead annual client reviews and collaborate with internal teams to enhance client engagement and service delivery
Required qualifications:
High School Diploma or GED required; Bachelor's degree preferred
Minimum of 4 years of experience in retirement plan administration
Broad knowledge of the retirement plan industry with a willingness to obtain ASPPA QKA/QKS designation or NIPA equivalent within 1 year of hire
At least 4 years of experience in a client-facing customer support role
Proficiency with PensionPro or similar TPA management software
Apply now (opens in a new tab)
Level
MidL4
Location
Denver, CO
Occupation
Project Management Specialists
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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