Relationship Manager - DB Focus

Trinity Pension Consultants•Copley Township, OH

12d

About The Position

Do you want to utilize your skills for building and fostering relationships? Do you have technical expertise with retirement plans? Do you want to work for a growing company in an expanding business market? Are you effective at communicating, building relationships, and presenting technical information? Then we want to talk to you! Who We Are: Trinity Pension Consultants, Inc. is a leading regional, independent, and non-producing Third-Party Administration firm located in Akron, Ohio who currently has sales territories throughout the Mid-West. Trinity collaborates with retirement plan sponsors and their associated financial professionals in delivering a highly effective administration and compliance solution for their employer sponsored retirement plan. What Our Relationship Managers are responsible for: Operations Responsibilities · Proactively and systematically follow up on all items necessary to complete annual administration and compliance testing. · Proactively participate and assist with onboarding Trinity new clients. · Log all email, phone and meeting activities. · Proactively track and monitor all conversion events, administration and compliance events, and client communications effectively managing your dashboard. · Identify and enforce all special billing opportunities. · Document in Pension Pro all Sponsor and Advisor interactions (meeting minute notes and compliance activity) Relationship Management Responsibilities · Collaborate with other departments in delivering Trinity’s reports and anticipating the client’s questions. · Make regular outgoing, proactive phone calls to customers. · Explain, in a clear manner, to Plan Sponsors and Financial Advisors the various aspects of Defined Benefit administration, including, but not limited to: o Actuarial Valuations o Annual Return Forms 5500 o Financial Accounting Reports o Discrimination Testing o Schedule SB o Participant Distributions o AFTAP Certifications o PBGC Filings & Notices o · Proactively collaborate with RVP’s about internal sales opportunities. · Resolve conflicts and disputes with Trinity services with Sponsors and Advisors. · Attend and participate in departmental and corporate meetings. · Assist other Team Members in resolving questions, disputes and conflicts. · Schedule, draft, and review communication and correspondence to clients. Consulting Responsibilities · Anticipate client questions, problems and work toward solutions that are technically clear and accurate. · Be able to read, understand and interpret client reports. · Assist the Document Specialist in the preparation and completion of plan documents. · Communicate complex pension concepts in a simple manner. · Scrub book of business for internal sales opportunities and collaborate with RVP. · Manage Client expectations relative to Trinity Service Standards. · Resolve conflicts and disputes with respect to Client expectations and outcomes. · Participate in Sales Meetings as needed. · Stay abreast of industry trends, market and competitors. · Other duties as assigned.

Requirements

Residence in geographic area of assigned location.
Strong communication skills (written and verbal).
Ability to manage office functions efficiently, organize work, establish priorities and maintain good interpersonal relations.
Demonstrated attention to detail; multi-tasking and prioritizing skills.
Demonstrated high-level client service skills.
ASPPA QKA designation required or willing to attain; maintain ASPPA membership.
Proficient with MS Office (Word, Excel, Outlook).
Highly motivated self-starter with good problem-solving skills and the ability to work independently.
Overall comprehensive understanding of business processes.
Minimum of 40 work hours per week.

Responsibilities

Proactively and systematically follow up on all items necessary to complete annual administration and compliance testing.
Proactively participate and assist with onboarding Trinity new clients.
Log all email, phone and meeting activities.
Proactively track and monitor all conversion events, administration and compliance events, and client communications effectively managing your dashboard.
Identify and enforce all special billing opportunities.
Document in Pension Pro all Sponsor and Advisor interactions (meeting minute notes and compliance activity)
Collaborate with other departments in delivering Trinity’s reports and anticipating the client’s questions.
Make regular outgoing, proactive phone calls to customers.
Explain, in a clear manner, to Plan Sponsors and Financial Advisors the various aspects of Defined Benefit administration, including, but not limited to: o Actuarial Valuations o Annual Return Forms 5500 o Financial Accounting Reports o Discrimination Testing o Schedule SB o Participant Distributions o AFTAP Certifications o PBGC Filings & Notices
Proactively collaborate with RVP’s about internal sales opportunities.
Resolve conflicts and disputes with Trinity services with Sponsors and Advisors.
Attend and participate in departmental and corporate meetings.
Assist other Team Members in resolving questions, disputes and conflicts.
Schedule, draft, and review communication and correspondence to clients.
Anticipate client questions, problems and work toward solutions that are technically clear and accurate.
Be able to read, understand and interpret client reports.
Assist the Document Specialist in the preparation and completion of plan documents.
Communicate complex pension concepts in a simple manner.
Scrub book of business for internal sales opportunities and collaborate with RVP.
Manage Client expectations relative to Trinity Service Standards.
Resolve conflicts and disputes with respect to Client expectations and outcomes.
Participate in Sales Meetings as needed.
Stay abreast of industry trends, market and competitors.
Other duties as assigned.