Retirement Plan Client Relationship Manager jobs in United States
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CPS, Inc. · 4 days ago

Retirement Plan Client Relationship Manager

positionDallas, TX
timeFull-time
remoteOnsite
seniorityMid Level
money$60K/yr - $80K/yr

CPS, Inc. is a growing retirement plan organization looking for a client relationship manager to work out of their Dallas office. This role involves working closely with plan sponsors and participants, performing plan reviews, and maintaining client relationships to ensure business retention.

Recruiting
Hiring Manager
Matt Ehley
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Responsibilities

Working closely with plan sponsors and participants of the retirement plan clients
Performing plan reviews
Conveying complex compliance information
Working through investment and design questions
Continuing to maintain and retain the business

Qualification

Retirement plan experienceFINRA licensesASPPA credentialsClient serviceDegree

Required

Past retirement plan experience
Client service work
Degree

Preferred

FINRA licenses or ASPPA credentials are a huge plus

Benefits

10% bonus annually

Company

CPS, Inc.

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CPS, inc., a national full-service professional staffing firm providing permanent placement in the areas of accounting, finance, and more.
dateFounded in 1973
location
Westchester, Illinois, USA
people-size51-200 employees
web-link
http://www.cps4jobs.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Jim Clark
Partner
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Kristine (Major) O’Sullivan
Partner/Sr. Division Manager
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Recent News

GlobalFinTechSeries
CLPS Incorporation Develops Quantitative Trading System for Retail Investors, Expanding Investment Opportunities
2023-07-05
Company data provided by crunchbase