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Client Relationship Manager

Glatfelter Insurance Group

in York PA



Seeking a Client Relationship Manager to join our Benefits team in York, PA:

  • Serve as primary client service manager for an assigned caseload of non-qualified defined benefit pension plans. 
  • Produce and deliver accurate client valuation reports and annual billings in a timely manner.
  • Courteous and timely resolution of client inquiries and requests.  
  • Schedule and facilitate on-site client visits.
  • Facilitate follow up tasks resulting from client visits. 


  • Bachelor’s degree in finance or a business related field preferred.
  • At least 3 years direct experience and knowledge of retirement plan administration practices, knowledge of actuarial concepts and operation of defined benefit pension plans preferred.    
  • Experience in a client management role including facilitating on-site client meetings.
  • Ability to speak confidently and professionally in a public forum.
  • Familiarity with mutual funds, annuities and other investment products.
  • Proficiency with Microsoft Office applications and the ability to quickly master new software applications required.
  • Experience with Relius Administration a plus.
  • Current driver’s license required.
  • Must have or attain within one (1) year and maintain a current Life, Accident & Health license.

How to Apply

Please apply online using this link:

Visit our web site.

This ad has been viewed 1001 times. It expires on 10/9/2017.

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