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Client Relationship Manager

Professional Capital Services

in Philadelphia, PA

Rapidly growing financial services company in Center City that provides recordkeeping and administrative services in the retirement plan marketplace is seeking a Client Relationship Manager to provided best in class service to Plan Sponsors, Financial Advisors and Third Party Administrators. 


  • Manage all Client Service aspects of retirement plans.
  • Clearly and concisely communicate with clients so that service expectations are properly set.
  • Provide appropriate research and problem resolution support on all client inquiries.
  • Proactively focus on long-term relationship building and retention.
  • Liaise with operations and compliance departments, and utilize other resources as necessary to resolve issues and deliver exceptional client service.
  • Perform other duties as required.


  • 3-5 years of Customer Service / Relationship Management experience
  • Excellent written and oral communication skills required.
  • Knowledge of retirement plans and associated IRS, Dept. of Labor and ERISA regulations.
  • Ability to handle multiple tasks and competing priorities.
  • Strong analytical and problem solving skills.
  • Proficiency in MSOffice applications, specifically Word and Excel.
  • Understanding of Relius recordkeeping platform helpful.
  • Salesforce experience helpful but not required

How to Apply

Qualified applicants should email their resume and references to

This ad has been viewed 574 times. It expires on 5/7/2017.

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