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Remote Relationship Manager – Retirement Plan Clients

Compass Retirement Group, Inc. · New York, NY, USA ·

Pay:
80.000 - 100.000
Job type:
Full Time

Compass Retirement Group, Inc. is seeking a full-time Relationship Manager to manage client relationships remotely. You will be the primary contact for clients, ensuring timely data collection and conducting annual reviews.
The ideal candidate will have a Bachelor's Degree in accounting, finance, or a related field and at least 3 years of experience in the retirement plan industry. Strong knowledge of retirement plans and record-keeping platforms is essential.

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