Relationship Manager - DC Focus

Trinity Pension Consultants•Copley Township, OH

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 in Ohio, Kentucky, Indiana, Tennessee, Michigan and Missouri. 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 · Log all email, phone, and meeting activities. · Follow up on items necessary to complete annual administration and compliance testing. · Participate and assist with onboarding new clients. · Effective dashboard management. Relationship Management · Collaborate with other departments, including partnering with sales regarding internal sales opportunities. · Answer emails with calls. · Follow and enforce service standards. · Explain, in a clear manner, to Plan Sponsors and Financial Advisors the various aspects of administration and compliance. · Proactively communicate with Financial Advisors, CPAs, and Plan Sponsors. · Conduct face-to-face meetings with Plan Sponsors and their associated Financial Advisor. Consulting · Anticipate client questions and problems and work toward solutions that are technically clear and accurate. · Be able to read, understand and interpret client reports. · Communicate complex pension concepts in a simple manner. · Scrub book of business for internal sales opportunities and collaborate with Sales. · Manage Client expectations relative to Trinity Service Standards. · Stay abreast of industry trends, market, and competitors.

Requirements

Dedication to keeping the business is a must!
Ability to manage office functions efficiently, organize work, establish priorities, and maintain good interpersonal relations.
Be able to learn, apply and explain new technical knowledge in a simplified manner.
Possess outstanding communication and computer/software skills, and demonstrate trustworthiness, adaptability, and responsiveness.
Challenger: You dig into Plan Sponsor responses with more questions to get to the actual why. You’re not afraid to re-frame the way Plan Sponsors and Financial Advisors think with a consultative approach.
Listener: You listen to every word a Financial Advisor and Plan Sponsor tells you, knowing you can later use this information to proactively provide consultative solutions that meet their goals and objectives.
Strong Communicator: You take key findings from the Financial Advisor and Plan Sponsor interactions and communicate it back to the Trinity Pension Consultants team to improve strategy, systems, and processes.
Possess a relentless pursuit to be successful.
2+ years of Client Relationship Management experience with qualified retirement plans.
Bachelor’s Degree preferred.
Experience in building and maintaining client relationships.
Excellent verbal and written communication and listening skills.
Proficient computer / software skills, including MS Office (Word, Excel, Outlook).
Discipline and drive to stay focused and motivated with limited supervision.
Effective time management and organization capabilities with a focus on delivering superb client experience.
QKA required or willing to attain within 4 months of employment; maintain ASPPA Membership and pursue additional designations.

Responsibilities

Log all email, phone, and meeting activities.
Follow up on items necessary to complete annual administration and compliance testing.
Participate and assist with onboarding new clients.
Effective dashboard management.
Collaborate with other departments, including partnering with sales regarding internal sales opportunities.
Answer emails with calls.
Follow and enforce service standards.
Explain, in a clear manner, to Plan Sponsors and Financial Advisors the various aspects of administration and compliance.
Proactively communicate with Financial Advisors, CPAs, and Plan Sponsors.
Conduct face-to-face meetings with Plan Sponsors and their associated Financial Advisor.
Anticipate client questions and problems and work toward solutions that are technically clear and accurate.
Be able to read, understand and interpret client reports.
Communicate complex pension concepts in a simple manner.
Scrub book of business for internal sales opportunities and collaborate with Sales.
Manage Client expectations relative to Trinity Service Standards.
Stay abreast of industry trends, market, and competitors.