Relationship Manager - DC Focus
Trinity Pension Consultants, Akron, OH, United States
Relationship Manager
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 who 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. What Our Relationship Managers are responsible for: 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. 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. In return, Trinity Pension Consultants offers: 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 Are you ready to join our team? 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.
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 who 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. What Our Relationship Managers are responsible for: 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. 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. In return, Trinity Pension Consultants offers: 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 Are you ready to join our team? 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.