Job Description
Position Responsibilities
Client Relationship Management & Business Partnership
Lead and support the CRM team to drive client satisfaction, retention, and growth opportunities. Identify and pursue opportunities for cross‑selling and upselling products and services within the retirement solutions portfolio. Partner with Distribution and Product teams to support new business initiatives, respond to RFPs, and participate in finalist presentations as needed.
Strategic Growth & Retention
Ensure service standards and contractual obligations are met for all assigned accounts. Monitor KPIs and OKRs as well as client satisfaction metrics; proactively address service gaps and expand issues as needed. Collaborate with Operations leadership to influence process improvements and enhance client experience.
Risk Management & Governance
Maintain strong awareness of operational and regulatory risks impacting client accounts. Ensure compliance with i...
Client Relationship Management & Business Partnership
Lead and support the CRM team to drive client satisfaction, retention, and growth opportunities. Identify and pursue opportunities for cross‑selling and upselling products and services within the retirement solutions portfolio. Partner with Distribution and Product teams to support new business initiatives, respond to RFPs, and participate in finalist presentations as needed.
Strategic Growth & Retention
Ensure service standards and contractual obligations are met for all assigned accounts. Monitor KPIs and OKRs as well as client satisfaction metrics; proactively address service gaps and expand issues as needed. Collaborate with Operations leadership to influence process improvements and enhance client experience.
Risk Management & Governance
Maintain strong awareness of operational and regulatory risks impacting client accounts. Ensure compliance with i...
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