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Job Listings Job Title Category Location Keywords
  Client Relationship Manager
 Appleton / WI

Description:

Serve as the primary Client Relationship Manager for a segment of qualified retirement plans.  Partner with other TRA departments and external plan advisors to satisfy the needs of our plan sponsors with the primary goal of building lasting, value driven, client relationships by providing an exceptional customer service experience

 

Responsibilities:

  • Promote client retention and identify opportunities to bui...
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Client Relationship Manager Consulting Appleton / WI Retirement Plan Consultant 2014
  Internal Sales Consultant
 Remote / WI

The Internal Sales Consultant will partner with their assigned Regional Sales Consultant (RSC) to drive new business opportunities and manage financial intermediary relationships within a geographic territory. You will be responsible for delivering a high level of service and for proactively meeting territory needs in a timely fashion.

Principal Responsibilities:

  • Develop and execute strategic business plan with assigned RSC’s to achi...
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Internal Sales Consultant Sales - Inside Remote / WI Internal Sales Consultant
  Compliance Analyst
 Appleton / Open

Description:

Provide timely and accurate customer service for clients with Defined Contribution and Defined Benefit Plans, along with providing compliance and government form production support to the internal Client Relationship Managers. Partner with TRA Internal Sales and external Plan Advisors, to satisfy the needs of our Plan Sponsors.

 

Responsibilities:

  • Oversee compliance activities for assigned Defined Contributi...
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Compliance Analyst Consulting Appleton / Open Compliance Analyst
Job Listings Job Title Category Location Keywords