PCS Retirement, LLC
Description
Company Overview
PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.
At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success.
To learn more, visit https://www.pcsretirement.com/
Job Summary
The Client Relationship Manager serves as a strategic extension of our partners, delivering a higher, more personalized level of service that strengthens trust and long-term alignment. This role balances relationship management and client advocacy with a forward-looking focus on growth, ensuring client needs are represented and translated into meaningful outcomes. By elevating the client experience beyond transactional interactions, this role fosters deeper partnerships that drive retention, satisfaction, and mutual success.
Job Responsibilities
- Own and manage a portfolio of strategic client relationships, ensuring a seamless and consistent experience across sales, service, and operations
- Serve as the point of contact for client needs, including escalation management, issue resolution, and ongoing relationship support
- Advocate for the voice of the client internally, ensuring alignment to client needs, expectations, and evolving priorities
- Collaborate cross-functionally to remove friction, improve processes, and elevate the overall service model
- Drive a proactive, solutions-oriented approach to relationship management, moving beyond transactional interactions to long-term strategic partnerships
- Identify trends across client relationships to inform broader business improvements, service enhancements, and strategic initiatives
- Develop, document, and drive execution of action plans in partnership with internal stakeholders to deliver on commitments and enhance the client experience
- Lead strategic partnership discussions to assess relationship health, identify opportunities for improvement, and align on shared goals
- Drive proactive engagement to promote adoption of solutions that enhance products/services
- Establish and maintain structured engagement models, including regular check-ins and quarterly business reviews (QBRs)
- Demonstrates efficiency and flexibility in performing detailed transactions in a fast-paced work environment with frequent interruptions and changing priorities
- Conducts themselves professionally and partners with upper Management accordingly
- Provide leadership, mentorship and guidance to develop team capability and consistency
- Partner with Sales to support and advance strategic opportunities
- Performs other duties and responsibilities as assigned
Requirements
- 5-7 years of experience as client relationship in the retirement industry experience required
- Bachelors’ degree
- Knowledge of 401k plans and/or 403b, 457 plans, as well as basic understanding of the full suite of retirement products and services
- QPA, QKA preferred but not required
- High level of accountability and ownership of assigned relationships
- Technical proficiency and highly adaptive to learning and working in multiple systems
- Communication skills and professional demeanor to interact with all levels of management, other associates and counterparts at other firms
- Work independently and in a team environment
- Work well under stress created by time deadlines, workflow volume changes and telephone/associate inquiries
- Strong organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines
- Experienced in coordinating and running client meetings in person and virtually
- Proficiency in using required software applications, including Microsoft Office applications
Remote Work Information
For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying.
Compensation Information
The average salary for this position is expected to be between $108,000 and $140,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. For more information, please visit pcsretirement.com/careers
Additional Information
As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.