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Senior Retirement Relationship Manager
Working independently, maintains and enhances relationships with existing BRS clients. Ensures client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund investment performance. Works closely with sales, plan administration, and operations staff. Participates in finals presentations. Resolves the most complex problems and is assigned larger and/or more complex clients. Has a thorough understanding of clients' requirements. While incumbents have overall responsibility for client relationships, day-to-day service and administrative issues are handled by plan administration staff. May provide guidance to more junior staff, may have formal supervisory responsibility. Typically has more than five years of...
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