Relationship Manager

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.

• 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, consult on client inquiries, and research/resolve 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.

5+ years of experience working in a related position in the retirement services sector. Strong MS Office skills, including Excel.

Preferred:
Bachelor’s degree in a business‑related field or industry experience, DST experience.

• 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

Up to 10%.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.