Qualified Relationship Manager

This is a fully remote position, open to applicants in Texas.

📋 Description

• Deliver proactive service and communication to clients managing retirement plans.

• Assist clients via phone, letters, and email to promptly address their requests.

• Engage proactively with designated clients and advisors to ensure retention and foster client commitment and involvement.

• Analyze plan documents for effective client plan administration.

• Provide calculations and amounts to plan sponsors, communicate fund actions, address inquiries, research and resolve issues, provide legal updates, and respond to specific report requests.

• Support plan sponsors and intermediaries with web-based applications and conduct web demonstrations for financial advisors and plan sponsors.

• Collaborate with clients to rectify and fund payroll items and oversee distribution requests.

• Coordinate plan compliance testing in conjunction with the compliance team.

• Take part in final sales presentations and promote cross-selling opportunities as necessary.

⛳️ Requirements

• Bachelor’s degree in a business-related discipline or a combination of education and industry experience.

• 3–5 years of overall experience in Retirement Services, particularly in daily 401(k), 403(b), or IRA sectors.

• Proficient in MS Office, particularly Excel.

• Outstanding written and verbal communication abilities.

• Strong time management and organizational skills.

• Willingness to travel up to 10% of the time.

🏝️ Benefits

• Competitive salary and bonuses.

• Comprehensive health and wellness programs.

• Opportunities for professional development and growth.

• Retirement savings plans with company matching.