Senior Client Relationship Manager, ERISA, MEP PEP - Remote

Job D es c r i p t i on

F u l l - time, fully remote p ositi o n i n r et i r e m e n t b e n e f its ad m i n is t r atio n , r e g u larly wo r k i n g 8 AM to 5 P M, Monday t h r ou g h F r iday.

Wonde r f u l wo r k i n g environment w i th o pp o r t un ity f or g r ow t h . T h is p o si t ion is f u l l- t ime, salaried, a n d e x e mp t.

D ut i es

• 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 taking into account the client segmentation as determined by NBS.
• Oversee a variety of compliance tasks relating to ERISA retirement plans
• Develop and promote plan sponsor, advisor, and investment provider relationships
• Coordinate needs of investment providers, plan sponsors, participants, and advisors. Consult with plan sponsors or advisors 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 and DOL
• 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 ERISA plan documents for adherence to applicable rules and regulations
• Attend and facilitate team, department, and company trainings
• 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, possibly overnight
• Actively contribute to a positive team environment
• Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
• Perform other duties as assigned by Supervisor or Vice President

Q ua l i f i ca t i o n s

• Must have experience with MEP and PEP plans
• Have excellent customer relation skills including the ability to develop and maintain effective relationships
• Must be able to understand and advise on cash balance plan topics and issues
• Ability to communicate clearly with actuary partners and clients
• Has knowledge of PBGC process
• Be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities
• 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

Educa t i on and Expe r i e n ce - Ba c h elo r ' s d e g r ee or wo r k e q u i v al e n t r e q u ir e d. 1 year retire m e n t p l a n ad m i n istrati o n e x p e r ie n c e is r e q u ired.

QPA Credential is preferred.

P h ys i c a l R eq u i r eme n t s - T h is p o s i t i o n r e q u ires t h e e mp loyee to be se a ted t h e m a j o r ity of t h e wo r k time.

No t e : T h e s t at em e nt s h e r e in a r e i nt e n ded t o d e s c r i b e t h e g e n e r a l n a t ure an d le v el of w o r k f or t h e de s i g n at ed pos i t io n .

T h e s t a t eme n t s a r e n ot a c om p le t e l i st of r e s p o n s i b i l i t ies, du t ie s , a n d s k i l l s r equi r ed of pe r s o nn el so c l a s s i fi e d.

A l s o, th e y do n o t e s t a b l i s h a c o n t ra c t for em p l oy m e n t , do n o t elim i n a t e y our "a t - w i l l" s t at us i n an y wa y , a n d a r e su b j e c t t o c h ang e a t t h e d i sc r e t i o n of N a t i o n a l Be n ef i t S e r v ices, L L C.

Re g ul a r Bu s i n e s s h ours a r e M o n d a y - F r i d a y f r om 8 : 0 0 a m t o 5 : 0 0 p m . S a l a r ied em p lo y ees a r e e x p e c t ed t o b e a v a i l a b le du r i n g r e g u l a r b usi n e s s h ou r s.