RPS Client Service Manager

Peoples Bank • Marietta, OH

2d

About The Position

This position provides day-to-day support to plan sponsors to help ensure compliance with ERISA rules and regulations. The manager keeps plan sponsors, the sales team, and financial advisors informed about regulatory changes and plan issues; oversees plan compliance and testing; researches issues and recommends plan-design changes as needed; and supports plan audits. The role is part of a client-service support team and includes mentoring and training other team members.

The position manages a book of retirement plan accounts, serving as the primary sponsor contact and coordinating account activities, required notices and filings, plan changes, audits, meetings, and data collection. It also provides operational processing support, assistance to sales and financial advisors, and backup coverage for other relationship managers.

Requirements

• Associate’s degree in business or equivalent work experience.
• Five years of experience working in a financial services environment.
• Advanced proficiency with Word, Excel, and PowerPoint, including adapting the software to specific support needs.
• Consistently produce work with a very high degree of accuracy.
• Flexibility to manage changing priorities and multiple projects at once.
• Ability to prioritize work in a multitasking environment.
• Resourcefulness in finding information and solutions, with the ability to anticipate next steps.
• Strong interpersonal and communication skills, especially over the telephone.
• Ability to maintain a positive experience for clients and associates regardless of workload.
• Self-motivation and effective office administration skills.
• Maintain basic knowledge of retirement plan technical, legal, and regulatory topics.
• Ability to work as a team player.

Nice To Haves

• Bachelor’s degree.

Responsibilities

• Complete quarterly sponsor check-in calls for assigned accounts and serve as the primary sponsor contact for initiating plan activities.
• Process fund change letters semiannually or as needed.
• Communicate with financial advisors about contacts and plan changes.
• Process IRS-required document changes and ad hoc requests.
• Research and resolve issues to help ensure plans remain compliant.
• Review year-end profit-sharing calculations.
• Ensure timely completion of required and requested items by financial advisors.
• Lead and serve as the contact person for plan audits.
• Mail marketing items to plan sponsors and participants according to account needs.
• Manage the annual notice process for assigned accounts.
• Request and manage annual census data collection from clients.
• Manage timely filing of required government reports, such as Form 5500.
• Coordinate, schedule, and assist financial advisors with participant enrollment or annual meetings.
• Support the sales team with plan onboarding, fee analyses for new plans, and preparation of client documents.
• Provide backup support for other relationship managers as needed.
• Complete InvestorsView Reg R reviews for assigned accounts.
• Process manual payrolls in the system.
• Process deposits and special requests for Balanced Forward plans and union accounts.
• Conduct annual fee-tier reviews for assigned plans.
• Complete special projects as assigned.
• Mentor and support other team members through training.

Benefits

• 401(k) retirement plan with employer match.
• Employee stock purchase plan.
• Education assistance programs, including student loan and tuition paydown or reimbursement.
• Paid vacation.
• Paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree