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Client Relationship Manager

Retirement Services Client Success Manager

Job in Lexington, Fayette County, Kentucky, 40598, USA
Listing for: American Trust
Full Time position
Listed on 2026-03-02
Job specializations:
  • Management
    Client Relationship Manager
  • Business
    Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking a Client Service Manager responsible for high-quality account management of defined contribution relationships. The candidate will manage client relationships, ensuring compliance and operational efficiency. Responsibilities include proactive communication and training for Advisors and Plan Sponsors. The role is hybrid, located in Lexington or Memphis, requiring a Bachelor's degree and advanced skills in Microsoft Excel.

Ideal candidates will hold relevant certifications and possess strong problem-solving capabilities.
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