Relationship Manager I

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

📋 Description

• Act as the main point of contact for a specific group of retirement plan clients along with their financial advisors.

• Promptly respond to inquiries and proactively address any issues.

• Collaborate with Plan Consultants when compliance inquiries necessitate advanced ERISA knowledge.

• Monitor and manage deadlines related to annual plan compliance.

• Prepare census requests, contribution summaries, and refund forms as needed.

• Identify and convey information regarding late deposits and minimum distribution requirements.

• Assist with force-outs, annual notices, and disclosures from recordkeepers.

• Support various tasks related to distributions, corrections, and plan transitions.

• Work together with actuaries, plan consultants, and internal teams on plan design inquiries.

• Keep precise client records in PensionPro.

• Update internal workflow systems to accurately represent client activities.

• Collaborate with the Finance department regarding billing and receivables.

• Aid in onboarding, conversions, and the termination of plans.

⛳️ Requirements

• 1–3 years of experience in retirement plan administration or client services.

• Excellent communication and interpersonal abilities.

• Capability to manage multiple priorities and deadlines effectively.

• Strong attention to detail accompanied by a problem-solving approach.

• Comfortable working in a fast-paced, collaborative atmosphere.

• Familiarity with PensionPro or FTW is preferred.

🏝️ Benefits

• Medical, Dental & Vision — we cover 80% for employees, 50% for dependents.

• 401(k) plan with safe harbor contributions.

• Generous open PTO policy.

• Life insurance coverage.

• Flexible Spending Account (FSA) & Health Savings Account (HSA).

• Continuous industry training and opportunities for professional development.

• A team environment where colleagues genuinely enjoy working together.