CLIENT RELATIONSHIP MANAGERS

Our business is based on relationships. Trust is not a commodity and must be earned through honesty, hard work and superior customer service. At The Retirement Advantage (TRA), we have dedicated client relationship managers that provide our financial advisors and plan sponsors with the level of support that they deserve. We don’t believe in call centers — we believe in relationships and a specific person that is dedicated to you, working with you every step of the way.

Your client relationship manager will act as your concierge, answering questions, accessing resources and adhering to deadlines — keeping you on track and on time with the highest level of customer service.

Let us introduce you to a TRA client relationship manager who’s dedicated to you.

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