Relationship Manager

Integrity Marketing Group•Des Moines, IA

58d•Remote

About The Position

Retirement Plan Consultants, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 17,500 participants for companies across the United States. We are focused on providing a customized plan to assist participants on their way to retirement and in doing so, have established an outstanding reputation for quality service. We believe in the growth of our employees and provide opportunity for advancement by providing training and education needed to be successful. Retirement Plan Consultants offers big-city careers while encouraging community engagement and work/life balance. We are looking for individuals who fit our workplace culture and take pride in having a "service personality" with expert knowledge. We are looking for someone who has a passion to provide excellent customer service to our clients. If you are detail oriented, a hands-on learner, and enjoy helping people, this position would be a great fit for you. We offer specialized job training that will help you be successful in this position and advance your career in future roles with RPC.

Requirements

Excellent customer service experience via phone and email
Strong computer skills (Microsoft Office Suite)
A desire to continue your education through professional designations within the retirement plan industry
Experience in banking, investments or other financial related industries (preferred, not required)
Associate or bachelor's degree preferred or relevant work experience.
Experience in banking, investments or other financial related industries (preferred, not required)
Relevant work experience should include computer skills and customer service experience

Nice To Haves

Experience in banking, investments or other financial related industries

Responsibilities

Serve as relationship manager for an assigned group of clients
Use general retirement plan guidelines to assist clients with questions
Review and approve client forms
Assist in answering incoming calls as needed
Learn and complete plan documents, annual non-discrimination testing, IRS forms, and employer contribution calculations
Excellent customer service experience via phone and email
Strong computer skills (Microsoft Office Suite)
A desire to continue your education through professional designations within the retirement plan industry
Work closely with our client service and processing teams

Benefits

Generous PTO and holiday schedule, PLUS extra time off for community service and your birthday
Competitive Compensation
Multiple health insurance plans to choose from
Integrity-paid HSA contributions for eligible health plans
Employer 100% match of first 3% of Retirement fund contribution per paycheck (after 1 month)
Employer 50% match of 4th and 5th% of Retirement fund contribution per paycheck (after 1 month)
Employee ownership program, which grants meaningful ownership in Integrity's ongoing success
Opportunity for growth

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