Senior Retirement Services Client Relationship Manager

C&N • Charleston Township, PA

4d • Onsite

About The Position

This role empowers clients and their employees to make the most of their retirement plans. The Senior Retirement Services Client Relationship Manager will blend expertise in retirement plan regulations with a knack for building meaningful relationships to make a lasting impact. This opportunity is for individuals ready to take their career to the next level while helping others achieve their goals.

Requirements

• Bachelor's degree AND 4-6 years of related experience and/or training with a strong knowledge of ERISA regulations and retirement plan designs OR an equivalent combination of education and experience.
• Adherence to Deadlines
• Analytical
• Attention to detail
• Communication (Verbal & Written)
• Customer Service
• Problem Solving
• Regulatory Compliance
• Client Relationship Management
• Organization
• Customer Focus: Delivers tailored solutions, exceeds expectations, and builds strong customer relationships.
• Manages Complexity: Analyzes situations, gathers data, and evaluates options to solve complex problems effectively.
• Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with diplomacy and tact.
• Instills Trust: Maintains integrity, follows through on commitments, and earns credibility through consistent actions.
• Manages Ambiguity: Navigates uncertainty with confidence, makes decisions without complete information, and remains calm and effective in dynamic situations.

Responsibilities

• Delivering education programs and training to help clients and employees understand and engage with their employer-sponsored retirement plans, including guidance on payroll submission, fund changes, and other plan activities.
• Serving as the primary contact for assigned retirement plans, building strong client relationships, ensuring compliance with regulatory requirements, and resolving complex issues related to plan administration and recordkeeping.
• Collaborating with clients to review and optimize plan designs, ensure regulatory compliance with IRS and ERISA standards, and assist with plan changes and enhancements.
• Conducting comprehensive reviews of retirement plans, analyzing performance, managing compliance testing, overseeing government filings, and advising on employer contribution calculations to ensure accuracy and alignment with client objectives.

Benefits

• Generous vacation, personal, sick, family sick, and community service leave.
• 401(k) with pre-tax and ROTH contribution options and a safe harbor match.
• Employee Stock Ownership Plan (ESOP).
• Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage.
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care.
• Employer-paid life and disability insurance.
• Additional voluntary coverages to meet your unique needs.
• Access to education and development programs and ongoing support for personal and professional growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior