Relationship Manager - DC Focus
Trinity Pension Consultants, Akron, OH, United States
Do you want to utilize your skills for building and fostering relationships? Do you have technical expertise with retirement plans? Do you want to work for a growing company in an expanding business market? Are you effective at communicating, building relationships, and presenting technical information? Then we want to talk to you!
Who We Are Trinity Pension Consultants, Inc. is a leading regional, independent, and non-producing Third-Party Administration firm located in Akron, Ohio that currently has sales territories in Ohio, Kentucky, Indiana, Tennessee, Michigan, and Missouri. Trinity collaborates with retirement plan sponsors and their associated financial professionals in delivering a highly effective administration and compliance solution for their employer-sponsored retirement plan.
Responsibilities Operations
Log all email, phone, and meeting activities.
Follow up on items necessary to complete annual administration and compliance testing.
Participate and assist with onboarding new clients.
Effective dashboard management.
Relationship Management
Collaborate with other departments, including partnering with sales regarding internal sales opportunities.
Answer emails with calls.
Follow and enforce service standards.
Explain, in a clear manner, to Plan Sponsors and Financial Advisors the various aspects of administration and compliance.
Proactively communicate with Financial Advisors, CPAs, and Plan Sponsors.
Conduct face-to-face meetings with Plan Sponsors and their associated Financial Advisor.
Consulting
Anticipate client questions and problems and work toward solutions that are technically clear and accurate.
Be able to read, understand and interpret client reports.
Communicate complex pension concepts in a simple manner.
Scrub book of business for internal sales opportunities and collaborate with Sales.
Manage Client expectations relative to Trinity Service Standards.
Stay abreast of industry trends, market, and competitors.
Requirements
Dedication to keeping the business is a must!
Ability to manage office functions efficiently, organize work, establish priorities, and maintain good interpersonal relations.
Be able to learn, apply and explain new technical knowledge in a simplified manner.
Possess outstanding communication and computer/software skills, and demonstrate trustworthiness, adaptability, and responsiveness.
Challenger: dig into Plan Sponsor responses with more questions to get to the actual why. Not afraid to re‑frame the way Plan Sponsors and Financial Advisors think with a consultative approach.
Listener: listen to every word a Financial Advisor and Plan Sponsor tells you, knowing you can later use this information to proactively provide consultative solutions that meet their goals and objectives.
Strong Communicator: take key findings from the Financial Advisor and Plan Sponsor interactions and communicate them back to the Trinity Pension Consultants team to improve strategy, systems, and processes.
Possess a relentless pursuit to be successful.
Must Haves
2+ years of Client Relationship Management experience with qualified retirement plans.
Bachelor’s Degree preferred.
Experience in building and maintaining client relationships.
Excellent verbal and written communication and listening skills.
Proficient computer / software skills, including MS Office (Word, Excel, Outlook).
Discipline and drive to stay focused and motivated with limited supervision.
Effective time management and organization capabilities with a focus on delivering superb client experience.
QKA required or willing to attain within 4 months of employment; maintain ASPPA Membership and pursue additional designations.
Benefits
Salary dependent on experience
Paid Time Off (PTO)
401(k) retirement plan
Medical, Dental, Vision, H.S.A. effective Day 1
Life Insurance, LTD, STD
PTO Purchase
Summer Fridays
If you feel like you are the right candidate for this job, just click on the apply button. Our quick application should take you about 5 minutes to fill out and your information will be sent to our hiring team.
All qualified applicants will receive consideration for employment without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Currently, we are not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role.
This job description is not all inclusive.
#J-18808-Ljbffr
Who We Are Trinity Pension Consultants, Inc. is a leading regional, independent, and non-producing Third-Party Administration firm located in Akron, Ohio that currently has sales territories in Ohio, Kentucky, Indiana, Tennessee, Michigan, and Missouri. Trinity collaborates with retirement plan sponsors and their associated financial professionals in delivering a highly effective administration and compliance solution for their employer-sponsored retirement plan.
Responsibilities Operations
Log all email, phone, and meeting activities.
Follow up on items necessary to complete annual administration and compliance testing.
Participate and assist with onboarding new clients.
Effective dashboard management.
Relationship Management
Collaborate with other departments, including partnering with sales regarding internal sales opportunities.
Answer emails with calls.
Follow and enforce service standards.
Explain, in a clear manner, to Plan Sponsors and Financial Advisors the various aspects of administration and compliance.
Proactively communicate with Financial Advisors, CPAs, and Plan Sponsors.
Conduct face-to-face meetings with Plan Sponsors and their associated Financial Advisor.
Consulting
Anticipate client questions and problems and work toward solutions that are technically clear and accurate.
Be able to read, understand and interpret client reports.
Communicate complex pension concepts in a simple manner.
Scrub book of business for internal sales opportunities and collaborate with Sales.
Manage Client expectations relative to Trinity Service Standards.
Stay abreast of industry trends, market, and competitors.
Requirements
Dedication to keeping the business is a must!
Ability to manage office functions efficiently, organize work, establish priorities, and maintain good interpersonal relations.
Be able to learn, apply and explain new technical knowledge in a simplified manner.
Possess outstanding communication and computer/software skills, and demonstrate trustworthiness, adaptability, and responsiveness.
Challenger: dig into Plan Sponsor responses with more questions to get to the actual why. Not afraid to re‑frame the way Plan Sponsors and Financial Advisors think with a consultative approach.
Listener: listen to every word a Financial Advisor and Plan Sponsor tells you, knowing you can later use this information to proactively provide consultative solutions that meet their goals and objectives.
Strong Communicator: take key findings from the Financial Advisor and Plan Sponsor interactions and communicate them back to the Trinity Pension Consultants team to improve strategy, systems, and processes.
Possess a relentless pursuit to be successful.
Must Haves
2+ years of Client Relationship Management experience with qualified retirement plans.
Bachelor’s Degree preferred.
Experience in building and maintaining client relationships.
Excellent verbal and written communication and listening skills.
Proficient computer / software skills, including MS Office (Word, Excel, Outlook).
Discipline and drive to stay focused and motivated with limited supervision.
Effective time management and organization capabilities with a focus on delivering superb client experience.
QKA required or willing to attain within 4 months of employment; maintain ASPPA Membership and pursue additional designations.
Benefits
Salary dependent on experience
Paid Time Off (PTO)
401(k) retirement plan
Medical, Dental, Vision, H.S.A. effective Day 1
Life Insurance, LTD, STD
PTO Purchase
Summer Fridays
If you feel like you are the right candidate for this job, just click on the apply button. Our quick application should take you about 5 minutes to fill out and your information will be sent to our hiring team.
All qualified applicants will receive consideration for employment without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Currently, we are not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role.
This job description is not all inclusive.
#J-18808-Ljbffr