Jobs
>
Chicopee

    Relationship Manager - Chicopee, United States - USI Insurance Services

    USI Insurance Services
    USI Insurance Services Chicopee, United States

    2 weeks ago

    Default job background
    Description

    General Description:

    Responsible for day-to-day servicing, client satisfaction, and retention of DCC investment advisory clients. Consult with clients on fiduciary oversight, industry trends, compliance, plan design, and operational processes. Provide guidance on service enhancements and product developments availability.

    Responsibilities:

    • Provide proactive, personalized support to assigned mid-market DCC clients.
    • Coordinate delivery of periodic 401(k) Committee meetings.
    • Maintain service calls with clients and recordkeepers. Facilitate efficient and compliant plan operations.
    • Review documents and service agreements on behalf of clients. Includes understanding client needs and engaging resources/solutions to meet those needs. Ensure solutions meet compliance and operational requirements.
    • Lead client projects and ensure timely completion.
    • Review plan fees and make recommendations to Practice Leaders for changes as needed.
    • With support of leadership, deliver and secure fee changes with clients. Includes negotiating with recordkeepers for services and/or fee concessions.
    • Answer client questions regarding plan operations, compliance, fees, and investments.
    • Participate in sales finals presentations and support the sales process. Rebid RFPs.
    • Collaborate with Consulting Solutions, Sales, Investment Advisory, and Legal teams to serve clients.
    • Mentor/train less experienced team members. Oversee work of team members assisting with their assigned clients.
    • Review and improve processes to ensure operational efficiency and optimal results for internal and external clients.

    Knowledge, Skills and Abilities:

    • 3-5 years of retirement experience.
    • Bachelor's degree in math or business preferred, or equivalent work experience.
    • ASPPA Qualified 401(k) Administrator (QKA) certificate preferred.
    • Working knowledge of the operation, design, and regulations governing DC plans.
    • Self-motivated and detail oriented.
    • Comfortable with internet-based programs and Microsoft Office products.
    • Problem-solving ability.
    • Strong verbal and written communication and customer service skills.
    • Ability to work in a team environment and adapt to new or changing circumstances.
    • May include up to 15% travel.
    USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .
  • Pioneer Valley Financial Group

    Client Relationship Manager

    6 days ago

    Pioneer Valley Financial Group Ludlow, United States

    Relationship Manager · Summary of Responsibilities: · PV Financial Group is seeking a local, community-minded and driven individual to join our growing financial planning firm. · This position provides exceptional customer service to the firm's clients to facilitate engagement ...

  • Berkshire Bank

    VP, Relationship Manager

    1 day ago

    Berkshire Bank Hartford, United States

    Position: VP, Relationship Manager · Location: Hartford, CT · VP, Relationship Manager · Division: Retail Banking · Department: MyBanker · Reports to: FVP, MyBanker Team Leader · Status: Exempt/Officer · Grade: 11 CTRI · Pay Range: $66,699 - $132,125 · Actual compensation within ...

  • Citizens

    Private Client Relationship Manager

    1 week ago

    Citizens Colebrook, United States 1ST

    Description · At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across bank ...

  • Transcend Practice Management

    Client Relationship Manager

    2 weeks ago

    Transcend Practice Management Glastonbury, United States

    Job Description · Job DescriptionCLIENT RELATIONSHIP MANAGER · Location: Glastonbury, CT (in office) · Compensation: $65,000 to $75,000 · Must have experience in wealth management or the financial services industry · The best and brightest always have choices in the wealth manag ...

  • Transcend Practice Management

    Client Relationship Manager

    1 week ago

    Transcend Practice Management Glastonbury, United States

    Job Description · Job DescriptionCLIENT RELATIONSHIP MANAGER · Location: Glastonbury, CT (in office) · Compensation: $65,000 to $75,000 · Must have experience in wealth management or the financial services industry · The best and brightest always have choices in the wealth manage ...

  • Travelers

    Sr. Broker Relationship Manager, National Distribution

    3 days ago

    Travelers Hartford, United States Full time

    Who Are We? · Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a cultu ...

  • Berkshire Bank

    Vp, Relationship Manager

    1 week ago

    Berkshire Bank Hartford, United States

    **VP, Relationship Manager** · *** · **Division**: Retail Banking · **Department**: MyBanker · **Reports to**: FVP, MyBanker Team Leader · **Status**: Exempt/Officer · **Grade**: 11 CTRI · **Pay Range**: $66,699 - $132,125 · - Actual compensation within the pay range will be deci ...

  • Granite City Electric

    Specialist Divisions Sales Manager

    2 weeks ago

    Granite City Electric Chicopee, United States Full time

    Job Details · Description · Granite City Electric Supply Company is the area's premier electrical distributor serving electrical contractors as well as residential, commercial and industrial customers for over 100 years. With over 30 branches covering Massachusetts, Rhode Islan ...

  • Carrier

    Building Controls Project Manager

    2 weeks ago

    Carrier Chicopee, United States Full time

    About this role · Carrier is hiring a Project Manager in the Chicopee, MA area. This candidate will manage projects following project processes and, where applicable, provide direction to assisting Project · Engineers within the service organization. · Key Responsibilities · Co ...

  • Nebula Technologies

    Branch Manager

    3 weeks ago

    Nebula Technologies Barnes, United States

    We are looking for a strong and experienced Branch Manager (m/f/d) with a background in the commercial vehicle industry to join our team at Barnes.Your Benefits: · Attractive compensation models, including holiday and Christmas bonuses · Wide range of learning opportunities and d ...

  • Webster Bank

    Business Banking Relationship Manager

    4 weeks ago

    Webster Bank Hartford, United States

    If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial ban ...

  • Sodexo

    Executive Director of Operations

    3 weeks ago

    Sodexo Springfield, Massachusetts, United States Permanent

    Unit Description: · *Relocation assistance and annual incentive eligible* · Sodexo Schools is seeking an Executive Director of Operations to lead our innovative Child Nutrition partnership with Springfield Public Schools District, which serves 60+ schools under the direction of 1 ...

  • PeoplesBank

    Banking Center Assistant Manager- Chicopee

    20 hours ago

    PeoplesBank Chicopee, United States

    Job Description · Job DescriptionWelcome to PeoplesBank We are the largest mutually chartered bank in Western Mass and Northern Connecticut and a leader in green values, sustainable energy financing, and charitable giving. We operate in the best interest of our customers and stri ...

  • Notch Mechanical

    Assistant Large Project Manager/Estimator

    2 weeks ago

    Notch Mechanical Chicopee, United States

    Job Description · Job DescriptionAre you a Project Manager/Estimator looking to further your career by supporting a large project management team and providing project cost estimates? · Notch Mechanical Constructors is launching a search for an Assistant Large Project Manager and ...

  • Notch Mechanical Constructors

    Project Manager/Estimator

    2 weeks ago

    Notch Mechanical Constructors Chicopee, United States

    Project Manager/Estimator Chicopee, MA, USA 80,000-100,000 per year Salary Full Time 401k, dental, life, medical, vision Are you a Project Manager who is looking for an opportunity to provide project management and maintain close relationships with assigned customers, for an orga ...

  • Notch Mechanical

    Project Manager/Estimator

    1 week ago

    Notch Mechanical Chicopee, United States

    re you a Project Manager who is looking for an opportunity to provide project management and maintain close relationships with assigned customers, for an organization that values its employees, their development and is committed to taking care of their team so they can take care ...

  • Notch Mechanical Constructors

    Business Development Manager

    3 weeks ago

    Notch Mechanical Constructors Chicopee, United States

    Are you an experienced Business Development Manager eager to lead and drive business development, sales, and customer development in a company that prioritizes employee growth and well-being? Notch Mechanical Constructors is on the lookout for a dynamic Business Development Manag ...

  • MedWiz Pharmacy

    Pharmacy Account Manager

    4 days ago

    MedWiz Pharmacy Chicopee, United States

    MedWiz Pharmacy of Mass is a leading provider of long-term care & skilled nursing pharmacy services. We are actively seeking people like you- passionate, highly skilled and motivated to make a difference · Join the MedWiz of Mass team as a pharmacy account manager, where you will ...

  • US Tsubaki Automotive, LLC

    Production Supervisor- 24/7 Night Shift

    2 weeks ago

    US Tsubaki Automotive, LLC Chicopee, United States

    Job Description · Description: · The TSUBAKI name is synonymous with excellence in quality, dependability, and customer service. U.S. Tsubaki Automotive, LLC is an international tier-one supplier of high-speed chain drive systems to the automotive industry. · The Production Supe ...

  • Notch Mechanical

    Project Manager/Estimator

    2 weeks ago

    Notch Mechanical Chicopee, United States

    Job Description · Job Descriptionre you a Project Manager who is looking for an opportunity to provide project management and maintain close relationships with assigned customers, for an organization that values its employees, their development and is committed to taking care of ...