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Client Relationship Manager

Company Name:
Pensionmark Financial
MAG_14FAF28FBF7 - Client Services Manager for Rapidly Growing Company
As a Client Services Manager for Pensionmark, located in Novato, CA, you will serve as client liaison assessing and prioritizing client needs, managing accounts and ensuring complete and prompt follow-through on all service requests. You will build long term client relationships by advocating customer requirements within internal cross functional departments, while at the same time problem solving and identifying gaps and opportunities. Previous experience managing successful client services or call center environments will be essential as you will be responsible for performance metrics, reporting, and analysis of trouble tickets and resolutions. Utilize your previous experience managing multiple client relationships, adhering to service level agreements and overseeing client status reporting and billing in this client management role. While industry experience is not required, a background in Financial Services or support desk ticket-driven environment in a client relationship management role will give you an edge in understanding how our products and services help customers solve business challenges. Bring your enthusiasm for building client relationships, your aptitude for taking initiative, add your drive to grow in this customer advocacy role, and you will develop a platform from which to grow your career in a highly sought after industry and company.
For the accomplished client services professional, this is the optimum time to join Pensionmark Financial Group, LLC and capitalize on our high growth and industry leadership. You will become well versed in Pensionmark's Web-based applications and manage ongoing client relationships post-implementation ensuring that service requirements are met and opportunities to expand relationships are identified. Your contributions will have a significant impact on our dynamic, growing company that is committed to providing the highest level of client service. Enjoy the benefits of working in a collaborative team environment as you grow your career with a company that offers ample opportunity for advancement.
Pensionmark was founded in 1988 as a consulting firm dedicated to providing the industry's premier independent retirement plan and investment advisory services to employers, executives, and individual investors with the utmost professionalism and uncompromising integrity.
With offices throughout the United States, Pensionmark is recognized as one of the leading consulting firms in the nation. Pensionmark team members have been named to 401K Wire's list of "Most Influential Advisors" and among the "Most Influential People in Defined Contributions."
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Pensionmark has also been named by plansponsor and PLANADVISER magazines as one of the nation's most successful retirement plan consulting organizations.
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Pensionmark has also recognized in the Inc. 5000 Magazine for fastest growing company for three consecutive years as well as PLANADVISERS "Retirement Plan Adviser Multi-Office Team of the Year".
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We provide unbiased retirement plan consulting, financial planning, and investment advice, based on a thorough understanding of each client's unique circumstances and objectives. We support our clients with a nationwide network of consultants who have decades of experience. We employ cutting-edge technology and analytics using a team-based approach. We understand that the financial services industry is constantly evolving and are committed to continually enhancing our capabilities to help you stay ahead.
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401K Wire, November 2010 (based on reader votes, input from distributors and statistics about advisor practice gathered directly from nominees).
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plansponsor Magazine, January 2009 (nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients; advisors who have attained the plansponsor Retirement Professional designation receive an automatic nomination)/plansponsor Magazine, December 2006.
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Recognized as one of Inc. Magazine's Fastest Growing Private Companies in America in 2012, 2013, and 2014; PLANADVISER Magazine, September/October 2013. Nominated by industry professionals and selected by PLANADVISER committee and based on a qualitative evaluation of service levels.
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