What are the responsibilities and job description for the Retirement Plan Client Relationship Manager position at CPS, Inc.?
Dallas, TX
Compensation:
$60,000 - $80,000 plus a 10% bonus annually
Summary:
A growing retirement plan organization is looking for a client relationship manager to work out of their Dallas office. This person would be responsible for working closely with the plan sponsors and participants of the retirement plan clients. They would be performing plan reviews, conveying complex compliance information, work through investment and design questions and continue to maintain and retain the business. This position has a great track record of growth within the company.
Skills needed:
Past retirement plan experience
FINRA licenses or ASPPA credentials are a huge plus
Client service work
Degree
Compensation:
$60,000 - $80,000 plus a 10% bonus annually
Summary:
A growing retirement plan organization is looking for a client relationship manager to work out of their Dallas office. This person would be responsible for working closely with the plan sponsors and participants of the retirement plan clients. They would be performing plan reviews, conveying complex compliance information, work through investment and design questions and continue to maintain and retain the business. This position has a great track record of growth within the company.
Skills needed:
Past retirement plan experience
FINRA licenses or ASPPA credentials are a huge plus
Client service work
Degree
Salary : $60,000 - $80,000