Client Relationship Manager I in New York at Jobgether

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Relationship Manager I based in United States.

This role is responsible for delivering an exceptional client experience across a portfolio of retirement plan accounts. You will serve as a trusted point of contact for plan sponsors, combining responsive customer service with proactive guidance and thoughtful problem solving. The position requires strong knowledge of retirement plan administration, regulatory requirements, and compliance processes. You will collaborate closely with implementation, sales, support, marketing, and product teams to resolve issues and optimize client outcomes. Your work will also involve supporting annual testing, reporting, audits, and regulatory deadlines while keeping clients informed and prepared. This is an opportunity to make a meaningful impact in a growing fintech environment focused on expanding access to retirement savings.

• Serve as the primary point of contact for plan sponsors across an assigned portfolio of retirement plan accounts.
• Deliver timely, high-quality client service by resolving questions, troubleshooting issues, and proactively addressing potential concerns.
• Clearly communicate plan features, requirements, responsibilities, and regulatory considerations to clients.
• Coordinate cross-functionally to provide accurate and compliant valuation reports, participant statements, trust accounting, annual testing, and required reporting.
• Represent client needs internally by sharing feedback and insights with Marketing and Product teams.
• Act as an escalation point for participants associated with assigned plans and help ensure their concerns are resolved effectively.
• Support clients with ongoing plan design and document requirements, including their responsibilities under IRS and Department of Labor regulations.
• Help plan sponsors meet applicable IRS and Department of Labor deadlines for qualified retirement plans.
• Maintain current knowledge of ERISA legislation and proposed regulatory changes through self-study and company-sponsored training.
• Review or perform annual plan testing as needed, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g) testing.
• Review Form 5500 filings and coordinate with plan sponsors to support timely submission.
• Assist with plan audits and coordinate with auditors when required.
• Support IRS and Department of Labor audits when assigned plans are subject to regulatory review.

Requirements:

• 3–5+ years of experience managing retirement plans from end to end, including plan administration and client support.
• Strong understanding of qualified retirement plan administration, compliance, and regulatory requirements.
• Excellent problem-solving abilities with a meticulous eye for detail and accuracy.
• Strong communication skills, with the ability to interact confidently and professionally while demonstrating empathy toward clients.
• Ability to remain composed and solutions-oriented when handling high-stress situations or complex customer concerns.
• Proven ability to work independently, take ownership, and proactively identify opportunities to improve the client experience.
• Strong organizational skills and ability to manage multiple accounts, priorities, deadlines, and regulatory requirements.
• Adaptability and a positive attitude toward change, with the ability to thrive in a fast-growing and evolving environment.
• Strong interest in helping clients and solving complex problems.
• Experience with FT William and/or ASC retirement plan administration systems is a plus.

Benefits:

• Base salary of $70,000–$75,000 annually, with the specific offer determined by location, skills, experience, and other job-related factors.
• Additional compensation components such as bonuses, commissions, or equity may be available depending on the position.
• Employer 401(k) plan with a dollar-for-dollar match on contributions up to 4% of compensation, immediately vested, with no plan fees.
• Health, dental, and vision insurance.
• Competitive paid time off and parental leave.
• Unlimited access to financial wellness tools, resources, and financial professionals.
• Enhanced mental health support for employees and dependents.
• Fertility healthcare and family-forming benefits.
• Student loan planning and repayment resources.
• Monthly work-from-home stipend.
• Quarterly lifestyle stipend.
• Team-building activities, virtual social events, and team offsites.
• Remote work opportunity within the United States.
• Opportunity to contribute to a mission-driven fintech company working to expand access to retirement benefits.
• Career growth opportunities within a high-growth environment.