Client Relationship Manager

Description

Where Technical Expertise Meets Purpose-Driven Impact

Use your ESOP knowledge to help employees across the country build financial independence.

At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security . Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people.

Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission: to make it easy for retirement plan professionals and sponsors to provide wealth-building benefits to business owners and their employees.

That’s Where You Come in as a Client Relationship Manager 

The Client Relationship Manager is responsible for fostering and maintaining strong relationships with a group of ESOP plan administration clients, ensuring their needs are met and satisfaction is achieved. This role focuses on enhancing client engagement, driving retention, and identifying opportunities for growth.

Key Responsibilities:

• Serving as a point of contact in conjunction with the plan consultant addressing client inquiries and concerns.
• Effectively and authentically communicating Blue Ridge’s value to clients, specifically with “at risk” clients. This includes working closely with clients and plan consultants to resolve any service concerns and provide a positive client experience.
• Accountable for client satisfaction through pro-active touches throughout the annual cycle including providing quarterly informational emails and making phone calls to assess client satisfaction.
• Collaborate with internal teams to ensure service delivery meets client expectations including monitoring the timeline as created in the ESOP recordkeeping system.
• Preparation and annual review of Plan health report sharing important statistics, services, and goals with clients. Participate in the year end planning call as necessary.
• Review client profitability and make suggestions for fee increases, service changes, or staff realignment.
• Identify opportunities for ESOP consulting and cross-selling services to cultivate new revenue streams. This includes providing demos of ESOPConnection the participant website.

Requirements

Qualifications:

• Bachelor’s degree in Business related field.
• ESOP experience preferred but not required 
• 3 years of experience in client relationship or account management.
• Strong communication and interpersonal skills.
• Problem-solving skills with a customer-focused approach.
• Proficient in CRM software and Microsoft Office.

Key Competencies:

• Relationship Management
• Strategic Thinking
• Communication Skills
• Team Collaboration
• Problem Solving

  Why You’ll Love Working Here as an Client Relationship Manager

You’ll join a company that works hard and supports one another — while doing work that truly matters.

We offer:

· Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)

· Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)

· 401(k) with company match + HSA with contribution

· Generous PTO for parental leave, vacation and holiday time

· Support for certifications, association dues, and professional growth

· Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference

Join Us as We Build Wealth for Generations

Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.

To get there, we live by our values every day:

· Precision – Accurate records, timely and error-free service.

· Efficacy – We ensure compliance, support communication, and guide participants toward retirement readiness.

· Advocacy – We champion regulatory and legislative change that benefits employers and employees.

· Collaboration – Trusted partners to clients, advisors, and teammates alike.

· Excellence – We bring personalized, proactive, high-touch service to everything we do.

This is more than a job. It’s your chance to create lasting impact — for your career, for your clients, and for the people whose futures you work to shape every day.

Apply now and make a career out of making a difference!

Blue Ridge is committed to equal pay and pay transparency.

The annual base salary range for this position is $95,000 - $145,000. This range represents the anticipated pay for this role across multiple U.S. labor markets and is intended as a general guideline. 

Actual compensation will be determined based on a variety of factors, including but not limited to the scope and responsibilities of the role, relevant experience, work location, education and training, key skills, internal equity, external market data, and current business considerations.

Equal Opportunity Employer

Must be authorized to work in the US.