ICS Relationship Manager I – Retirement Services

Responsibilities

Provides relationship management oversight of assigned institutional client accounts.

Working in a team environment, provides account specific administration support and client service tasks to support the business.

Submit activity for processing in a timely and accurate manner and based on client directives.

Respond to and/or annotate compliance reports as directed by more experienced Relationship Managers.

Submit annual account reviews for assigned accounts in a timely manner or as directed.

Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners.

Resolve basic matters and inquiries, adhering to established Division, client and alliance service standards.

Maintain client communications on regulatory, legal, accounting and trust matters.

Complete client billing and resolve aged receivables for client accounts; work with more experienced Relationship Managers as needed.

Remain current on industry trends and regulatory items.

Requirements

Bachelor's degree and a minimum of 1 year relevant experience, OR in lieu of a degree, A combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year relevant experience

Strong level of proficiency in use of personal computers and pertinent word processing and spreadsheet software

Detail-oriented

Excellent customer service skills

Excellent verbal and written communication skills

Proven organizational skills

Proven problem-solving skills

Strong decision-making skills

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