Relationship Manager III-IV Non-ERISA, Retirement

Description

Full-time, fully remote position in retirement benefits administration, regularly working 8 AM to 5 PM, Monday through Friday with 40+ hour work week. Wonderful working environment with opportunity for growth. This position is full-time, salaried, and exempt.

Duties

• Build and maintain strong, long‑lasting customer relationships by providing support to a group of retirement plans through knowledge, expertise and customer care to all clients taking into account the client segmentation as determined by NBS.
• Oversee a variety of compliance tasks relating to Non-ERISA retirement plans
• Develop and promote plan sponsor, advisor, and investment provider relationships
• Coordinate needs of investment providers, plan sponsors, participants, and advisors. Consult with plan sponsors or advisors concerning regulatory, operational, and service aspects of retirement plans
• Manage multiple tasks, projects, and deadlines at the same time
• Understand and ensure retirement plans meet all regulatory and compliance requirements as established by the IRS and DOL
• Coordinate plan needs with other teams to ensure timely and accurate completion and responses
• Coordinate support for plan sponsors during IRS audits or DOL investigations
• Monitor Non-ERISA plan documents for adherence to applicable rules and regulations
• Attend and facilitate team, department, and company trainings
• Must gain extensive knowledge of retirement plans through certification within 1 year of accepting this position; maintain TGPC designation once obtained
• Some travel may be required to make on‑site client visits (some visits may require overnight stays)
• Provide expertise as a subject matter expert in one or more duties related to Relationship Management, including owning procedures and checklists pertaining to subject
• Provide expertise by way of a professional blogpost that can be published on the NBS online knowledge base
• Actively contribute to a positive team environment
• Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
• Perform other duties as assigned by Supervisor, Director, or Vice President

• Have excellent customer relation skills including the ability to develop and maintain effective relationships
• Be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities
• Able to learn quickly and have the ability to research complex problems independently
• Personable, highly motivated, hardworking and positive attitude
• Be well‑organized and self‑motivated with the ability to prioritize tasks and meet deadlines
• Be professional and articulate in both verbal and written communication
• Have strong computer skills including typing, and proficiency in Microsoft Word, Outlook, and Excel
• Be able to comprehend and interpret IRS and DOL regulations
• Work well within a team

Education and Experience – Bachelor's degree or work equivalent required. 1 year retirement plan administration experience is required.

Physical Requirements – This position requires the employee to be seated the majority of the work time.

Note
:
The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment, do not eliminate your "at-will" status in anyway, and are subject to change at the discretion of National Benefit Services, LLC.

Regular Business hours are Monday - Friday from 8:00 am to 5:00 pm. Salaried employees are expected to be available during regular business hours.