Implementation Manager I, Retirement (Remote)

National Benefit Services • West Jordan, UT

13h • Remote

About The Position

Full-time, fully remote position guiding the transition of plans from Business Development to operations and establishing an operational relationship with retirement plan sponsors. Regularly working 8 AM to 5 PM, Monday through Friday. Great opportunity for growth with an employee-focused organization. This position is full time, hourly and nonexempt.

Requirements

• Attention to detail and accuracy of work is critical in this role
• Strong interpersonal and customer service skills are necessary to be successful in this role
• Must be able to represent NBS's standard of excellence with professional, articulate verbal and written communication skills
• Follow established processes
• Be motivated to contribute and have a positive, team-first attitude
• Obtain and keep current on appropriate industry certifications
• This is a remote position; You must have the technical aptitude needed to self-support in a remote work environment

Nice To Haves

• Bachelor's degree or work equivalent preferred.
• RPF, TGPC or QKA preferred.
• Retirement industry experience preferred.

Responsibilities

• Complete the implementation of retirement plans, coordinating and communicating directly with the client/broker/vendor during the implementation process
• Manage the collection and delivery of necessary documentation and regulatory paperwork; Review and verify for compliance and operational accuracy,
• Audit individual plan design for inefficiencies and to ensure proper fit to client's needs
• Understand and proficiently apply relevant laws and regulations to clients' retirement plan
• Maintain regular communication with your case load of onboarding clients to communicate onboarding progress and address any questions
• Learn and keep current on laws and regulations governing retirement plans through training and education
• Meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
• Perform other duties as assigned by team supervisor and department Vice President

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level