Relationship Manager
November 19
Description
• Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts • Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations • Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process • Reviews agreements and prepare internal documentation to assure proper administration • Meets periodically with contacts, ensure timeliness of client deliverables, and field inquiries • Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various reconciliation processes • Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to perform services • Presents annual account reviews at weekly committee meeting and actively participate in internal planning and coordination meetings • Facilitates participant communications related to employer stock funds and distributions • Promotes procedural prudence by complying with policies and procedures, retaining records and responding to audit inquiries • Identifies cross-selling opportunities to support business development
Requirements
• Bachelor’s degree from an accredited university or college • Minimum of five years of relevant professional experience • Strong MS Office skills to include Outlook, Excel, Word and PowerPoint • PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE • Trust system experience (e.g., SEI’s Trust3000) • Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates • 409A plan experience
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