Client Relationship Manager

As a Client Relationship Manager at Segal, you will primarily focus on managing client relationships and developing new business in the Public Sector. Your responsibilities include understanding clients' needs, crafting innovative solutions, and delivering clear and actionable presentations of complex information.

To be considered for the Client Relationship Manager role at Segal, you need a minimum of 9 years of experience in employee benefits consulting, particularly with retirement plan strategies. An undergraduate degree and ASA accreditation are also essential, along with the ability to engage directly with clients.

The estimated salary for a Client Relationship Manager at Segal is between $124,500 and $180,000 per year. Additionally, there is an opportunity for a discretionary performance bonus based on company profitability and employee performance.

Segal provides a comprehensive suite of benefits to its employees, including a defined benefit pension plan, 401(k) matching contributions, medical and prescription plans, dental and life insurance, disability insurance, wellness benefits, and professional credential and tuition reimbursement.

Segal supports its Client Relationship Managers by providing access to resources and professional development opportunities that enhance their skills. With a focus on innovation and client satisfaction, Segal fosters an environment that encourages employees to excel in understanding and meeting client needs.

When answering this question, focus on specific roles and responsibilities you've held in employee benefits consulting. Highlight your involvement in retirement plan strategy and implementation, particularly in the public sector, and any relevant challenges you've navigated.

Discuss your approach to relationship management, emphasizing active listening, regular communication, and offering tailored solutions. Consider providing an example of a successful client relationship you've developed.

Explain how you simplify complex information for clarity. Discuss your techniques for ensuring client understanding, such as using visual aids, breaking down information into digestible parts, and checking for client feedback during presentations.

Articulate your understanding of the Public Sector’s distinct challenges—such as regulatory compliance, budget constraints, and evolving employee expectations. Discuss how you've addressed similar issues in your past roles.

Share your method for prioritizing client requests, whether through assessment of urgency, importance, or the potential impact on business relationships. Detail any tools or strategies you use to stay organized.

Choose a project that showcases your leadership and problem-solving skills. Discuss the objectives, your strategic approach, and the positive outcome as it relates to client satisfaction.

Emphasize the importance of collaboration within your team to deliver comprehensive solutions. Highlight specific examples of successful teamwork that benefited your client relationships.

Discuss your commitment to continuous learning, mentioning sources like industry publications, webinars, or professional groups. Emphasize how staying informed helps you provide superior service to your clients.

Share your experience in business development, focusing on networking, relationship building, and understanding client needs. Provide examples of successful initiatives you've launched.

Be honest and reflective about your communication style. Consider discussing adaptability, clarity, and persuasiveness, supported by examples of how these traits have helped you in client interactions.