Client Relationship Manager 3

Mutual of America Financial Group • Bloomington, MN

3d • Hybrid

About The Position

At Mutual of America Financial Group, the company helps people build assets for financial security, built on integrity, excellence, and social responsibility since 1945. They specialize in providing pension and retirement-related services to small and mid-sized not-for-profit organizations and companies, along with leading customer support. The company is committed to bringing talented and motivated people together to help customers achieve a financially secure future. The Client Relationship Manager 3 will manage ongoing client relationships within the Central Region, supporting and processing client requests. This role is responsible for client retention and providing excellent service, reporting to the Director, Senior Client Relationship Manager of the Central Region.

Requirements

• Excellent business writing, presentation, and phone skills
• Client relationship management experience
• Ability to handle pressure, prioritize, and multitask during a business day
• Ability to work flexible hours
• Communication skills and comfortability speaking with payroll managers, human resource directors and potentially c suite executives
• Active FINRA Series 6 and SIE or must obtained within the first year of employment

Nice To Haves

• Prior work experience in group retirement plan industry
• Basic knowledge and understanding of corporate/group retirement plans (403(b), 401(k) and 457 plans) including: retirement plan design, investment monitoring, plan administration, compliance testing and understanding of retirement plan rules & regulations.

Responsibilities

• Maintain relationships with group retirement plan clients and key personnel for plans generally with under $1 million in assets and unaudited. Plan sizes may vary depending on regional office plan count, demographics, and your overall degree of experience
• Manage the day-to-day operations and servicing of group retirement plan clients
• On an ongoing basis, maintain compliance calendar for each client to ensure timely execution of required annual compliance tasks
• Facilitate client (plan sponsor), and participant inquiries and service requests in a proactive manner
• Coordinate the request of any plan amendments, fund changes etc.)
• Support client payroll remittance process
• Coordinate plan support services (audit support, 5500’s, compliance testing) with home office to ensure services are delivered timely and accurately
• Work closely within the regional team (Regional Officer, Client Relationship Manager, Group Account and Participant Account Representatives) to coordinate appropriate delivery of MOA services
• Salesforce upkeep (input client contact data, update plan information, manage client tasks, etc.).
• Fulfill, as needed, the requests of other Client Relationship Managers in the office including Senior Client Relationship Managers in support of tasks that may need to be completed due to urgency/learning opportunities

Benefits

• Competitive base salary
• Annual Bonus
• Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
• 401(k) Match: You will be eligible to receive up to 9% of your pay (salary and incentive compensation) in company contributions. A non-elective employer contribution of 3%, plus a 100% employer match on employee contributions of up to 6% of pay.
• Parental Leave: 8 weeks fully paid
• Paid time off: 20 days plus two floating personal holidays
• Matching Gift Program: Mutual of America matches donations of $25 or more to your favorite organizations

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees