Relationship Manager

Overview
Job Summary: Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; resolves team escalations, documents procedures and identifies areas for process improvement.

Responsibilities

Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication

Acts in a pro-active manner with assigned clients and builds relationships to ensure retention

Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues

May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed

Performs under pressure with minimal direction

Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy

Focuses on learning in everyday activities and events

Collaborates with and openly shares knowledge with colleagues

Regular, reliable, and punctual attendance

Management Responsibilities
None

Required Education, Experience and Certificates, Licenses, Registrations

5+ years of experience working in a related position in the retirement services sector

Strong MS Office skills to include Excel

Preferred (but not required) education or skills for this role are

Bachelor’s degree in a business related field or industry experience

DST experience

Competencies

Verbal and Written Communication Skills

Independent

Time Management

Diplomatic

Creative Problem Solver

Integrity

Analytical Thinker

Resourceful

Team Player

Sound Judgment

Results Driven

Exhibits Personal Credibility

Forward Thinking

Planning and Organizing

Project Management

Travel
Up to 10%

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