Client Relationship Manager
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Job Description
Client Relationship Manager serving retirement plan sponsors and financial advisors on ERISA compliance and plan design. Providing support and mentorship to ensure superior service and compliance with regulations.
Responsibilities:
- Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting
- Provide timely, superior customer service, including problem solving and issue resolution with minimal inconvenience to clients
- Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable
- Assist clients with all initial and ongoing plan design and document support, including understanding their responsibilities with IRS and Department of Labor regulations
- Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
Requirements:
- Bachelors degree preferred
- 3-5 or more years ERISA experience in the retirement industry
- Experience in analysis of financial data required
- Experience in Relius software desirable, but not required
- Strong Word, Excel, and Outlook skills
- Strong analytical and problem solving skills
Benefits:
- Health insurance
- 401(k) matching
- Professional development opportunities
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