Intermediate Client Onboarding Manager – Mid-Market Retirement MEPs​/PEPs

Responsibilities

• Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans
• Provide customized service and communications throughout the installation process
• Manage relationships with plan sponsors, financial advisors, third party administrators
• Analyze deliverable dates and timetables to create detailed project plans
• Evaluate timelines for liquidation of investments and receipt of plan data
• Determine education options and delivery methods for plan sponsors and participants
• Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits
• Ensure plan setup consultants prepare documents related to plans and contracts
• Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions

• Bachelor’s degree in a business field or equivalent experience
• Two years of financial services industry experience including client management, installations/conversions, or contract compliance
• Good understanding of retirement plan regulations
• Client focused to provide exceptional customer service
• Outstanding written/oral communication and relationship building skills
• Time management and organizational skills to handle multiple installations
• Problem solving skills and attention to detail
• Ability to quickly learn and navigate numerous systems/applications