We are looking for a Relationship Manager who will administer and maintain service and communications to retirement plan clients. This includes client support, documentation and record keeping, plan statements, and communication of information to client, and assist to modify and enhance plan administration processes, within the limits of established policy.
The Relationship Manager will provide client support and customer service on day-to-day inquiries from clients. Respond to client requests in both oral and written communication. Act in a pro-active manner with assigned clients and advisors and build relationships to ensure retention. Will be responsible for interpreting plan documents for client plan administration. S/he will provide calculations and amounts to plan sponsors, communication of fund actions and communicate and consult with clients to answer inquiries, research and resolve issues, provide legal updates, and respond to requests for specialized reports.
In addition s/he will assist plan sponsor and intermediaries on the utilization of web-based applications and deliver web demonstrations for financial advisors and plan sponsors. Work with clients to correct and fund payroll items and handle distribution requests. Coordinate plan compliance testing with the compliance team. May participate in sales finals presentations and promote cross-sell opportunities.
- Bachelor’s degree in business related filed or combination of education and industry experience
3-5 years of total experience in Retirement Services, with emphasis in the daily 401(k) environment.
- Excellent communication skills both written and verbal
- Strong MS Office Skills with an emphasis in excel
- Travel: 15% – 20% or as needed
- Preferred ASPPA or CEBS
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