Client Relationship Manager
Company: VirtualVocations
Location: Vista
Posted on: May 9, 2025
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Job Description:
A company is looking for a Client Relationship Manager who will
engage closely with the Operations team and clients.
Key Responsibilities
Manage client interactions and ensure best practices across
assigned clients
Prepare monthly client reports and support internal/external
audits
Participate in client calls and service reviews as needed
Required Qualifications
BS Degree or equivalent experience
Minimum of 2 years' experience in Retirement Plans
Proficient in MS Office, particularly Excel
Demonstrated organizational and analytical skills
Self-starter with proactive thinking abilities
Keywords: VirtualVocations, Chino Hills , Client Relationship Manager, Executive , Vista, California
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