Relationship Manager - Defined Contributions

Mp Rpo•Nashville, TN

2d•$90,000 - $100,000•Remote

About The Position

This is a direct hire position with our client in the Retirement industry. Our client is a leading provider of retirement plan services, proudly serving clients nationwide since 1992. Headquartered in Nashville, Tennessee, they deliver account recordkeeping, third-party administration, and actuarial support for qualified retirement plans. They are one of the nation's largest independent, privately held firms specializing in employee benefits and retirement plan solutions-we help organizations in the public, private, and nonprofit sectors take care of their most important resource: their people. Our success is built on strong partnerships with financial advisors, TPA firms, and investment platform providers. Together, we design and deliver simple, effective solutions that that drive better outcomes-today and tomorrow. WHAT YOU WILL DO: This role is part of a team of associates that are charged with building and maintaining client rapport and ensuring a positive client experience. The team collaboratively maintains a book of business. The successful candidate for this position will be innovative, self-motivated, and efficient while enjoying both strategic and detailed involvement with the clients' retirement plans. The Relationship Manager/Plan Consultant will interact daily with clients, accountants, attorneys, investment advisors and other intermediaries serving as the central point of contact for guidance on the retirement plan compliance. The Relationship Manager is responsible for ensuring quality client service. The Relationship Manager is ultimately accountable to the client overall satisfaction.

Requirements

College degree (preferred)
5 years of experience in the retirement plan service area
Proficient in MS Excel, MS Word, and Adobe
Basic to intermediate understanding of Relius Administration & Document systems
Experience with third party administration

Nice To Haves

ASPPA QKA or ERPA designation or approved equivalent, preferred.

Responsibilities

Understand how and who provides various services and how these can be utilized to exceed client expectations.
Actively participant to ensure that the clients' operational and regulatory issues are resolved in a manner that exceeds client expectations.
Work as your clients' liaison in delivering compliance reports and testing results prepared by skilled members of our highly functionalized organization.
Build trust and confidence with key personnel both at the client organization, as well as ancillary service providers (CPA, Investment Advisor, etc.).
Address unique or difficult regulatory and consultative issues and assist client in preparing plan amendments.
Through relationship building, develop an understanding of how retirement plans impact and help meet the business needs of your clients.
Provide insight to management regarding trends in client expectations and how those can be met.