Relationship Manager III-IV Non-ERISA, Retirement

National Benefit Services, LLCWest Jordan, UT, USA

1 day ago

Job type

Full-time

Quick Apply

Job description

Description

Full-time, fully remote position in retirement benefits administration, regularly working 8 AM to 5 PM, Monday through Friday with 40 + hour work week. Wonderful working environment with opportunity for growth. This position is full-time, salaried, and exempt.

Duties

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 Non-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 Non-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 TGPC designation once obtained
Some travel may be required to make on-site client visits (some visits may require overnight stays)
Provide expertise as a subject matter expert in one or more duties related to Relationship Management, including owning procedures and checklists pertaining to subject
Provide expertise by way of a professional blogpost that can be published on the NBS online knowledge base
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, Director, or Vice President

Requirements

Have excellent customer relation skills including the ability to develop and maintain effective relationships

Be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities

Able to learn quickly and have the ability to research complex problems independently

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

Education and Experience – Bachelor's degree or work equivalent required. 1 year retirement plan administration experience is required.

Physical Requirements – This position requires the employee to be seated the majority of the work time.

Note : The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment, do not eliminate your "at-will" status in anyway, and are subject to change at the discretion of National Benefit Services, LLC.

Regular Business hours are Monday - Friday from 8 : 00 am to 5 : 00 pm. Salaried employees are expected to be available during regular business hours.

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Relationship Manager • West Jordan, UT, USA