Client Relationship Manager
About The Position
Where Technical Expertise Meets Purpose-Driven Impact Use your ESOP knowledge to help employees across the country build financial independence. At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people. Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission: to make it easy for retirement plan professionals and sponsors to provide wealth-building benefits to business owners and their employees. That’s Where You Come in as a Client Relationship Manager The Client Relationship Manager is responsible for fostering and maintaining strong relationships with a group of ESOP plan administration clients, ensuring their needs are met and satisfaction is achieved. This role focuses on enhancing client engagement, driving retention, and identifying opportunities for growth.
Requirements
- Bachelor’s degree in Business related field.
- ESOP experience preferred but not required
- 3 years of experience in client relationship or account management.
- Strong communication and interpersonal skills.
- Problem-solving skills with a customer-focused approach.
- Proficient in CRM software and Microsoft Office.
Responsibilities
- Serving as a point of contact in conjunction with the plan consultant addressing client inquiries and concerns.
- Effectively and authentically communicating Blue Ridge’s value to clients, specifically with “at risk” clients. This includes working closely with clients and plan consultants to resolve any service concerns and provide a positive client experience.
- Accountable for client satisfaction through pro-active touches throughout the annual cycle including providing quarterly informational emails and making phone calls to assess client satisfaction.
- Collaborate with internal teams to ensure service delivery meets client expectations including monitoring the timeline as created in the ESOP recordkeeping system.
- Preparation and annual review of Plan health report sharing important statistics, services, and goals with clients. Participate in the year end planning call as necessary.
- Review client profitability and make suggestions for fee increases, service changes, or staff realignment.
- Identify opportunities for ESOP consulting and cross-selling services to cultivate new revenue streams. This includes providing demos of ESOPConnection the participant website.
Benefits
- Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
- Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
- 401(k) with company match + HSA with contribution
- Generous PTO for parental leave, vacation and holiday time
- Support for certifications, association dues, and professional growth
- Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
