Relationship Manager

This is a fully remote position, open to applicants in Illinois, +3 more states.

📋 Description

• Accountable for the strategic planning and successful implementation of a wide array of client initiatives designed to foster mutual growth and profitability.

• Uphold the highest standards of client trust to guarantee client retention.

• Execute innovative and complex projects to completion that align with client requirements and provide sound recommendations to ensure EPIC RPS surpasses client expectations.

• Assist in addressing escalated client concerns.

• Gather feedback from both internal and external partners to continuously enhance EPIC RPS deliverables.

• Regularly conduct on-site or virtual meetings with clients, focusing on growth, satisfaction, and retention.

• Identify avenues to generate additional revenue through the introduction of supplementary EPIC RPS Investment 5 and Administrative services.

• Oversee communication among all client representatives, trade partners, trust system vendors, and all levels of internal EPIC RPS staff.

• Perform other assigned duties.

⛳️ Requirements

• A Bachelor’s degree with five (5) years of relevant experience or a comparable mix of education and experience.

• ASPAA Qualified 401(k) Administrator (QKA) designation or other industry certifications are preferred.

• Proven knowledge of ERISA regulations.

• Experience in administering a wide range of qualified plans.

• Exceptional oral and written communication skills, with the ability to effectively present information and respond to inquiries from clients, company management, and colleagues.

• Proficient in reading, analyzing, and interpreting legislative changes, general business periodicals, professional journals, technical procedures, or governmental regulations.

• Capable of creating reports, professional business correspondence, and procedural documentation.

• Comfortable working with mathematical concepts such as probability and statistical inference.

• Able to apply concepts such as fractions, percentages, ratios, and proportions to real-world situations.

• Skilled in defining problems, collecting data, establishing facts, and drawing conclusions.

• Proficient in interpreting a wide range of technical instructions, whether mathematical or written, and managing several abstract and concrete variables.

• Must possess knowledge of advanced Microsoft Office applications.

🏝️ Benefits

• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.

• Parental Leave: Six weeks of paid leave at 100% of your salary.

• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.

• Dental and Vision Coverage: Ensuring your overall health and well-being.

• Flexible Spending Accounts: For healthcare and dependent care expenses.

• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.

• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.

• Voluntary Benefits: Including hospital, accident, and critical illness coverage.

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.

• Adoption Assistance: Supporting your growing family.

• Tuition Reimbursement: Invest in your education and career growth.

• Employee Assistance Program (EAP): Access to support and resources.

• Pet Insurance: For all your furry friends.

• Financial and Banking Services: Various banking services benefits and financial planning assistance.