Relationship Manager - Remote

Overview

The Relationship Manager will serve as the main daily contact for clients and be expected to help gather data, answer questions, explain testing and calculation results, and conduct annual plan or fiduciary reviews. This will require effective verbal and written communication skills, and someone who enjoys client interaction. The Relationship Manager should be able to rely on their technical plan knowledge to effectively communicate and manage the ongoing client relationship.

In Short

• Communicate directly with clients to ensure annual census and other required plan information is received timely.
• Review annual census and data questionnaire to ensure complete and accurate.
• Download necessary information on plan assets for assigned clients from vendor websites.
• Provide data to the administration team for annual testing accurately and timely.
• Correct plan errors and late deferrals as needed.
• Communicate failed test results to the client clearly.
• Explain employer contribution calculations accurately and timely.
• Ensure required projections, tests, and calculations are completed and presented to the client.
• Manage ongoing client communication and follow-up on outstanding items.
• Conduct plan sponsor fiduciary reviews annually with 3(16) clients.

Requirements

• Exceptional verbal and written communication skills.
• Exceptional interpersonal and customer service skills.
• Ability to analyze, problem solve, and demonstrate initiative.
• Robust time management and organizational skills.
• Comprehensive knowledge of retirement plans and record-keeping platforms.
• Ability to work independently and in a team environment.
• Superb attention to detail.
• Ability to function well in a high-paced environment.
• Independently manage a book of business of plans with less than 100 participants.

Benefits

• Working conditions include a normal indoor office environment.
• Regular work hours should match those of clients and other employees.
• Opportunity to work remotely.