Relationship Manager III; DB), Retirement

Description

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

• 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 considering the client segmentation as determined by NBS
• Oversee a variety of compliance tasks relating to Defined Benefits plans
• Develop and promote plan sponsor, advisor, actuary, and investment provider relationships
• Coordinate needs of investment providers, plan sponsors, participants, and advisors
• Consult with plan sponsors, advisors, and actuary 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, DOL, PBGC
• 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 Defined Benefits plan documents for adherence to applicable rules and regulations
• Attend and facilitate team, department, and company training
• Must gain extensive knowledge of retirement plans through certification within 1 year of accepting this position; maintain QKA 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 the 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 can 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

• Bachelor's degree in Business, Finance, Actuarial Science, or equivalent required
• Minimum of 5 years of experience with defined benefit plan administration
• Strong knowledge of defined benefit plan regulations, compliance, and industry best practices
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and internal teams
• Proven project management skills and the ability to handle multiple tasks simultaneously
• Proficiency in relevant software applications and tools
• Professional certification ASPPA is a plus

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

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 any way, 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.