Client Relationship Manager

Client Relationship Manager page is loaded## Client Relationship Manager locations:
Atlanta, GAtime type:
Full time posted on:
Posted Todayjob requisition :
R8383

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.
** Our Newest Opportunity:
** The Client Relationship Manager role is critical for building and managing strong relationships  with assigned retirement plan clients, ensuring their satisfaction, and driving long-term value  for both the client and One Digital. The Client Relationship Manager will leverage their  expertise in plan design, investment management, regulatory compliance and One Digital’s  broader offerings to become a trusted advisor to clients, exceeding their expectations and  identifying opportunities for cross-sale and revenue growth.

Essential Duties and Responsibilities (includes but is not limited to):  Client Relationship Management  
· Lead all aspects of assigned client relationships, working closely with plan sponsors to  understand their unique needs, goals, and strategic objectives.  
· Develop and execute a customized relationship strategy that aligns with each client's  specific situation and maximizes their plan's effectiveness.  
· Foster open communication and build strong, trusting relationships with clients,  acting as their primary point of contact for all retirement plan-related matters.  
· Proactively address client concerns and inquiries, ensuring their satisfaction with  One Digital's services.  Retirement Plan Services  
· Collaborate with internal specialists to design and implement comprehensive  retirement plan solutions for clients, considering factors such as plan type, investment  options, and participant demographics.  
· Provide ongoing support and guidance regarding investment management options,  adhering to all regulatory guidelines and fiduciary best practices.  
· Conduct regular plan reviews and analysis to ensure compliance with ERISA  regulations and IRS testing requirements (non-discrimination testing).  
· Offer expert consultation on regulatory and legislative updates that may impact  clients' plans.  Business Development and Growth  
· Identify and pursue cross-sale opportunities within your client base, leveraging  One Digital's suite of services to address a broader range of client needs.  
· Play a key role in the RFP process, leading due diligence efforts and highlighting  One Digital's capabilities and value proposition.  
· Collaborate with internal teams to generate leads through vertical integration  initiatives, ensuring a seamless client experience.  
· Utilize plan statistics and insights to identify areas for plan improvement and enhance client satisfaction. Additional Responsibilities:
· Stay up to date on industry trends and best practices in retirement plan design, investment management, and regulatory compliance.
· Participate in ongoing training and development opportunities to maintain a high level of expertise.
· Contribute to a collaborative and client-centric team environment, fostering open communication and knowledge sharing.  Qualifications, Skills and Requirements:  
· Strong understanding of ERISA regulations and fiduciary best practices.  
· Excellent communication, presentation, and interpersonal skills.  
· Ability to work and make decisions independently.  
· Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).  
· Demonstrated discipline maintaining client information in a CRM, Salesforce  preferred.  
· Proven success with multi-tasking and managing priorities effectively.  
· Ability to adapt to a rapidly changing business and technology environment.  
· Continual learner mentality, able to adopt new solutions and interpret the impact of  new laws for prospective clients.  
· Must be able to maintain confidentiality of…