Implementation Manager I, Retirement - West Jordan - National Benefit Services

    National Benefit Services
    National Benefit Services West Jordan

    1 week ago

    Description

    Full-time, fully remote position guiding the transition of plans from Business Development to operations and establishing an operational relationship with retirement plan sponsors. Regularly working 8 AM to 5 PM, Monday through Friday. Great opportunity for growth with an employee-focused organization. This position is full time, hourly and nonexempt.

    Primary Duties


    • Complete the implementation of retirement plans, coordinating and communicating directly with the client/broker/vendor during the implementation process


    • Manage the collection and delivery of necessary documentation and regulatory paperwork; Review and verify for compliance and operational accuracy,


    • Audit individual plan design for inefficiencies and to ensure proper fit to client's needs


    • Understand and proficiently apply relevant laws and regulations to clients' retirement plan


    • Maintain regular communication with your case load of onboarding clients to communicate onboarding progress and address any questions


    • Learn and keep current on laws and regulations governing retirement plans through training and education


    • Meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas


    • Perform other duties as assigned by team supervisor and department Vice President

    Qualifications


    • Attention to detail and accuracy of work is critical in this role


    • Strong interpersonal and customer service skills are necessary to be successful in this role


    • Must be able to represent NBS's standard of excellence with professional, articulate verbal and written communication skills


    • Follow established processes


    • Be motivated to contribute and have a positive, team-first attitude


    • Obtain and keep current on appropriate industry certifications


    • This is a remote position; You must have the technical aptitude needed to self-support in a remote work environment

    Education and Experience - Bachelor's degree or work equivalent preferred. RPF, TGPC or QKA preferred. Retirement industry experience preferred. Physical Requirements - This position requires the employee to be seated most 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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