Client Relationship Consultant
Virtual Vocations Inc
Supporting strong client relationships, the full-time Client Relationship Consultant will manage 2-4 assigned clients remotely, ensuring effective problem resolution and collaboration with the Operations team on daily tasks and inquiries. Key responsibilities Serve as a secondary point of contact for day-to-day client needs and inquiries Collaborate with Operations on processing, research, and issue resolution through automated workflow systems Prepare and deliver monthly client reporting and support internal and external audits Required qualifications High School Diploma or GED required; bachelor's degree preferred with relevant experience considered 2+ years of experience working with retirement plans Proficiency in Microsoft Office, particularly strong Excel skills Experience supporting multiple client relationships in a financial services environment Strong organizational and analytical skills
Vacancy posted 2 days ago
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