Supporting a portfolio of defined contribution retirement plans, the full-time Senior Account & Client Consultant will serve as the primary point of contact for plan sponsors, financial professionals, and TPAs, delivering proactive service and strategic support while working remotely. Key responsibilities Manage a caseload of defined contribution plans, ensuring client satisfaction, retention, and profitability Build and maintain strong relationships with clients and internal teams, providing daily support and aligning services with client expectations Lead client meetings, conduct research to resolve complex issues, and mentor new account managers Required qualifications Bachelor's Degree or equivalent experience in Business, Communication, or a related field 1-3 years of relevant experience in Retirement Plans and customer service Retirement Plan Fundamental (RPF) Certificate required (can be obtained after entering the role) Proficiency with Microsoft Office applications and Client Relationship Management (CRM) systems Excellent virtual meeting and presentation skills