Client success manager Jobs in Rochester, NY

Mutual of America Financial Group Job Title : Sr. Client Relationship Manager

Location : Rochester, NY (hybrid)

Who We Are :

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary :

The Sr. Client Relationship Manager (Sr. CRM) position will focus on engaging, building and strengthening their region's existing client base. The Senior Client Relationship Manager will report to the Director, Sr. CRM.

Responsibilities :

• Build and maintain long-term relationships with clients and key personnel
• Manage the day-to-day operations and servicing of group retirement plan clients
• On an ongoing basis, maintain compliance calendar for each client to ensure timely execution of required annual compliance tasks
• Facilitate client (plan sponsor), and participant inquiries and service requests in a proactive manner
• Meet with clients (board members, committees, and C-suite executives) to conduct plan review meetings
• Manage pre and post client meeting tasks : preparation of meeting material (plan health reports, investment reviews, plan design, compliance, legislative updates), post-review meeting minutes, plan amendments, fund changes etc.)
• Coordinate plan support services (audit support, 5500's, NDT testing) with home office to ensure services are delivered timely and accurately
• Engage in client retention and growth objectives within assigned book of clients
• Seek opportunities for client service model enhancements and identify opportunities for increasing plan contributions (payroll integration, plan design enhancements, etc.)
• Work closely within the regional team to coordinate appropriate delivery of MOA services
• Work with Plan Sponsor and Participant Account Specialist to design participant education campaigns
• Conduct group education presentations, enrollment presentations, and participant 1 : 1 meeting to the employees of a client when needed (when Participant Account Specialist is unavailable)
• Leverage existing client relationships for new opportunities within the region
• Attend client events (with regional team) to enhance relationships
• Salesforce upkeep (input client contact data, update plan information, manage client tasks).

Required Qualifications :

Preferred Qualifications :

What we offer you :

The salary range below describes the minimum to maximum base salary range for this role. This role is also eligible for an annual bonus; whereby total compensation may exceed this range depending on individual and / or company performance.

Base Salary Range : $85,000 - $120,000

Visit www.mutualofamerica.com / careers for additional details about life at Mutual of America. You can also follow us on Twitter : @mutualofamerica | Facebook : @mutualofamerica

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.