- Regularly engages with client and their plan participants, as well as other client vendors, such as the plan recordkeeper and ERISA attorney
- Proactively analyzes and evaluates client needs, and provides recommendations with respect to the issues identified, along with potential strategies for further enhancing client relationship (plan design, financial wellness, effect of regulation changes, industry trends, etc)
- Researches, investigates, and analyzes client queries and other matters and develops strategic responses as needed and at own judgement
- Prepares and assists quarterly client plan reviews in conjunction with the Investment Advisors (fiduciary review materials; investment menu review and potential research of investment fund replacement candidates, business activity summaries, and topical points of interest or trends)
- Provides support to team of advisors in day to day tasks as well as business development opportunities (response to RFP's)
- Coordinate, develop, and conduct onsite group employee education meetings on a variety of plan and investment related topics
- Coordinates and conducts one-on-ones meetings for client employees, and provide investment assistance and advice on participant accounts as well as recommended savings rates, rollover help and information regarding investments and retirement planning
- Fields participant telephone calls and inquires
- Travel is a requirement of this position and will include locations within driving distance as well as air travel throughout the US, which could result in several consecutive days away from the office.
- Must be available to work varied and additional hours as needed
- Other such duties as may be necessary to maximize client relationships and team performance
- In-depth knowledge of defined benefit and defined contribution plans, NQDC plans a plus
- Experience providing investment advice to individuals and conducting group presentations
- Candidate must be highly organized and be able to adapt to a dynamic, fast paced environment
- Time Management – Managing one's own time and priorities to ensure the meeting of deadlines
- Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Computers. Programs and Design – Adept in Microsoft Outlook and Microsoft Office Suite including the ability to enter, edit and report data in software/database and the ability to create and maintain excel spreadsheets
- Oral and Written Expression – The ability to communicate information and ideas in spoken or written form so that others will understand
- Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate and not interrupting at inappropriate times
- Active Learning — Understanding the implications of new information for both current and future problem-solving and decision-making
- Minimum Required: Bachelors Degree or Equivalent experience required
- 4+ years financial services experience required
- Client-facing experience preferred.
- Series 7 and 63 Required
- Series will need to be acquired
- Software: Microsoft Office (especially excel and PowerPoint), Microsoft Outlook, Adobe Acrobat, ACT, fi360, Morningstar, MPI, and Naviplan
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Relationship Manager
2 weeks ago
Principal Financial Group, Inc. Grand Rapids, United States Full timeWhat You'll Do · As a Relationship Manager within our Customer Care area, you will play a pivotal role in developing and nurturing deep relationships with advisors, plan sponsors, and third-party administrators operating within our 10M - 200M market segment in our Grand Rapids, M ...
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Relationship Manager
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Fidelity TalentSource LLC Grand Rapids, United States· Job Description: · Relationship Manager · As a Relationship Manager, you will be facilitating relationships with Fidelity s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, po ...
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Commerce Bank Grand Rapids, United StatesAbout Working at Commerce · Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our c ...
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BlueOx Credit Union San Francisco, United States PermanentThis is a hybrid position, but must be located within driving distance of our physical branches · Join our team and make a positive impact Experience the BlueOx culture and enjoy a professional, fun, and rewarding career. We pay and reward for knowledge, expertise, integrity, an ...
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BlueOx Credit Union Grand Rapids, MI, United States***This is a hybrid position, but must be located within driving distance of our physical branches*** · Join our team and make a positive impact Experience the BlueOx culture and enjoy a professional, fun, and rewarding career. We pay and reward for knowledge, expertise, integrit ...
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BlueOx Credit Union Grand Rapids, MI, United StatesAt BlueOx, we are committed to putting our members first and are looking for diverse, energetic, goal-oriented professionals who share the same passion to serve our members and communities as we do. · Education reimbursement · ~ Up to $600 in wellness reimbursement annually – f ...
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Titan Ventures Grandville, United StatesAt Grandville, we see ourselves as the starting point for successful career paths and perfect staffing solutions. Since 2007, we have been working every day to bring clients and candidates together. We see sustainable action as a central task and make an active contribution to a ...
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Mary Free Bed Rehabilitation Hospital Grand Rapids, MI, United States Part timeSign on Bonus Eligible up to 15K · Base Salary 58,968- 74,880 · this is the base salary and does not include shift differentials, overtime or incentives · years of experience would be considered during the offer stage · Summary: · Registered Nurses at Mary Free Bed are a key m ...
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Mary Free Bed Rehabilitation Hospital Grand Rapids, United StatesAll Nursing Graduates are Welcome · You can apply before or after your NCLEX · Up to 12-week individualized training that provides classroom and hands-on training to ensure you feel comfortable as a new RN · Paid Training and Bonus Eligible · We have Full time, Part time and PRN ...
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Registered Nurse
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Mary Free Bed Rehabilitation Hospital Grand Rapids, MI, United States Full timeRN position that works only the weekends but you receive 25% increase on your base rate · Sign on Bonus Eligible up to 15K · Base Salary 58,968- 74,880 · *this is the base salary and does not include shift differentials, overtime or incentives · *years of experience would be co ...
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NorthSand HR Group, LLC Grand Rapids, United StatesSUMMARY · Our client is a small, well-established / diverse, manufacturing plant. The ideal candidate will be responsible for financial strategy, financial planning and analysis, financial reports, company audits, compliance, and bank relationships. They will collaborate with the ...
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EV Construction Grand Rapids, United StatesWe're seeking an additional member of our project management team, specifically to server Healthcare and Senior Living clients. · Candidates should possess a bachelor's degree in construction management or related construction field. Ideal candidates will have prior experience ma ...
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Erwin Quarder Inc. Grand Rapids, United StatesErwin Quarder Inc · Erwin Quarder Inc. is a mid-sized family-owned plastic injection molding company with locations in North America, Europe, and Asia. EQI creates innovative products for the automotive and medical industries. We take pride in creating quality products in a clean ...
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Brooksource Grand Rapids, United StatesSenior Project Manager · Long-term contract · Retail Organization, Grand Rapids, MI · Remote flexible · The ideal candidate for this role has 8+ years of relevant work experience. Manages the entire project lifecycle from project definition through implementation. Accountable for ...
Client Relationship Manager - Grand Rapids, United States - Stifel
Description
Summary
The Client Relationship Manager acts as a key point of contact and coordination between institutional retirement plan clients for PearlStreet Investment Management, in matters pertaining to the daily administration and fiduciary management of our client plans. The Client Relationship Manager is also responsible for the advice and education of plan participants on an individual and group basis. This person will primarily work on-site in our branch office with some off-site travel to non-climate controlled warehouse and manufacturing environments.
Essential Duties & Responsibilities
Qualifications
Education & Experience
Licenses & Credentials
Systems & Technology
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