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Client Relationship Manager - Charlotte, United States - Penn Foster Inc
Description
Mutual of America Financial GroupJob Title:
Client Relationship Manager
Location:
Charlotte, NC
Who We Are:
At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility.
Since 1945, we have specialized in providing small and mid-sized not-for-profit organizations and companies with pension and retirement-related services, along with leading customer support.
We work diligently to understand the needs of plan sponsors. We provide them with competitively priced solutions so they can help their employees achieve their financial savings goals.We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.
Role Summary:
The Associate Client Relationship Manager will focus on managing the ongoing client relationships within our Charlotte regional office, supporting and processing their requests.
Responsibilities:
Maintain relationships with group retirement plan clients and key personnel for plans generally with under $1 million in assets and unaudited.
Manage the day-to-day operations and servicing of group retirement plan clients
On an ongoing basis, maintain compliance calendar for each client to ensure timely execution of required annual compliance tasks
Facilitate client (plan sponsor), and participant inquiries and service requests in a proactive manner
Coordinate the request of any plan amendments, fund changes etc.)
Support client payroll remittance process
Coordinate plan support services (audit support, 5500s, compliance testing) with home office to ensure services are delivered timely and accurately
Work closely within the regional team (Regional Officer, Client Relationship Manager, Group Account and Participant Account Representatives) to coordinate appropriate delivery of MOA services
Salesforce upkeep (input client contact data, update plan information, manage client tasks, etc.).
Fulfill, as needed, the requests of other Client Relationship Managers in the office including Senior Client Relationship Managers in support of tasks that may need to be completed due to urgency/learning opportunities
Required Qualifications:
Excellent business writing, presentation, and phone skills
Client relationship management experience
Ability to handle pressure, prioritize, and multitask during a business day
Ability to work flexible hours
Communication skills and comfortability speaking with payroll managers, human resource directors and potentially c suite executives
Ability to handle pressure, prioritize, and multitask during a business day
Active FINRA Series 6 and SIE or must obtained within the first year of employment
Valid drivers license
Preferred Qualifications:
Prior work experience in group retirement plan industry
Basic knowledge and understanding of corporate/group retirement plans (403(b), 401(k) and 457 plans) including: retirement plan design, investment monitoring, plan administration, compliance testing and understanding of retirement plan rules & regulations.
What we offer you:
Competitive base salary
Annual Bonus
Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
401(k)
Match:
You will be eligible to receive up to 9% of your pay (salary and incentive compensation) in company contributions.
A non-elective employer contribution of 3%, plus a 100% employer match on employee contributions of up to 6% of pay.
Parental Leave: 8 weeks fully paidPaid time off: 20 days plus two floating personal holidays
Matching Gift Program:
Mutual of America matches donations of $25 or more to your favorite organizations
Visit
for additional details about life at Mutual of America. You can also follow us on
Twitter:
@mutualofamerica |
Facebook:
@mutualofamerica
Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.
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