- Build and maintain strong, long-lasting customer relationships by providing support to a group of retirement plans through knowledge, expertise and customer care to all clients taking into account the client segmentation as determined by NBS.
- Oversee a variety of compliance tasks relating to ERISA retirement plans
- Develop and promote plan sponsor, advisor, and investment provider relationships
- Coordinate needs of investment providers, plan sponsors, participants, and advisors. Consult with plan sponsors or advisors concerning regulatory, operational, and service aspects of retirement plans
- Manage multiple tasks, projects, and deadlines at the same time
- Understand and ensure retirement plans meet all regulatory and compliance requirements as established by the IRS and DOL
- Coordinate plan needs with other teams to ensure timely and accurate completion and responses
- Coordinate support for plan sponsors during IRS audits or DOL investigations
- Monitor ERISA plan documents for adherence to applicable rules and regulations
- Attend and facilitate team, department, and company trainings
- Must gain extensive knowledge of retirement plans through certification within 1 year of accepting this position; maintain QKA designation once obtained
- Some travel may be required to make on-site client visits (some visits may require overnight stays)
- Provide expertise as a subject matter expert in one or more duties related to Relationship Management, including owning procedures and checklists pertaining to subject
- Provide expertise by way of a professional blogpost that can be published on the NBS online knowledge base
- Actively contribute to a positive team environment
- Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
- Perform other duties as assigned by Supervisor, Director, or Vice President
- Have excellent customer relation skills including the ability to develop and maintain effective relationships
- Be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities
- Able to learn quickly and have the ability to research complex problems independently
- Personable, highly motivated, hardworking and positive attitude
- Be well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
- Be professional and articulate in both verbal and written communication
- Have strong computer skills including typing, and proficiency in Microsoft Word, Outlook, and Excel
- Be able to comprehend and interpret IRS and DOL regulations
- Work well within a team
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Relationship Manager III ERISA, Retirement - West Jordan - National Benefit Services
Description
Full-time, fully remote position, in retirement benefits administration, regularly working 8 AM to 5 PM, Monday through Friday with 40 + hour work week. Wonderful working environment with opportunity for growth. This position is full-time, salaried, and exempt.
Duties
Requirements
Education and Experience – Bachelor's degree or work equivalent required. 1 year retirement plan administration experience is required.
Physical Requirements– This position requires the employee to be seated the majority of the work time.
Note: The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment, do not eliminate your "at-will" status in anyway, and are subject to change at the discretion of National Benefit Services, LLC.
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