Relationship Manager

November 4

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PCS Retirement

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Daily valuation recordkeeping of open architecture 401(k) • Fiduciary Protection • Recordkeeping • 401(k) • 403(b)

201 - 500 employees

💸 Finance

🤝 B2B

Description

• Responsible for managing assigned distribution relationships. • Liaison between company, advisors, TPAs for client satisfaction. • High-level customer service and relationship building to ensure retention. • Facilitate updates and coordination with Sales for new clients. • Ensures confidentiality of client data, and suggests improvement procedures.

Requirements

• 5-7 years of client relationship management experience required, preferably in the retirement industry • Bachelors’ degree is preferred but not required • QPA, QKA preferred but not required • Knowledge of 401k plans and/or 403b, 457 plans, as well as a basic understanding of the full suite of PCS Retirement products and service • An understanding of financial industry operations, mutual fund classification, trading and general banking practices • Experienced in coordinating and running client meetings in person and virtually • High level of accountability and ownership of assigned relationships • Strong organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines • Reasoning and problem-solving skills to research and resolve general problems • Technical proficiency and highly adaptive to learning and working in multiple systems. • Proficiency in using required software applications, including Microsoft Office applications (specifically, Word, Excel, PowerPoint and Outlook - Access is beneficial) necessary for creating documents, analyzing spreadsheets, and managing business correspondence • Communication skills and professional demeanor to interact with all levels of management, other associates and counterparts at other firms • Work independently and in a team environment as well as support broader initiatives with guidance from a Supervisor • Work well under stress created by time deadlines, workflow volume changes and telephone/associate inquiries • Learn and understand the various legal documents required by various companies in order to process client requests • Learn and apply new information, skills, and processes quickly including the various regulations, back office systems and plan document materials • Read and interpret financial statements, perform accurate data entry, 10 keys by touch, and type at least 30 words per minute

Benefits

• 401(k) match • medical • dental • vision • life insurance • short and long term disability • paid-time off