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Client Relationship Manager

Professional Capital Services, LLC

in Philadelphia PA

Professional Capital Services, LLC

Overview: A rapidly growing Center City, Philadelphia 401(k) third party administration and recordkeeping firm has an immediate opening for an experienced Client Relationship Manager to join a growing Service Department.  The firm is one of the 100 fastest growing companies in the Philadelphia Region and seeks a qualified candidate to assist with all aspects of managing client relationships. 


  • 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 along with salary requirements and cover letter to

This ad has been viewed 888 times. It expires on 3/19/2019.

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