Qualified Relationship Manager

Provides pro-active service and communications to retirement plan clients. This includes providing client support, documentation and record keeping, preparation of plan statements, communication of plan information to client, and assists with the modification and enhancement of plan administration processes, within the limits of established policy.

ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Provides support to clients through a number of channels including phone, letters and emails to quickly resolve the request

• Acts in a pro-active manner with assigned clients and advisors to ensure retention as well as inspire client dedication and engagement to develop positive relationships

• Responsible for interpreting plan documents for client plan administration.

• Provides calculations and amounts to plan sponsors, communicates fund actions, consults with clients to answer inquiries, researches and resolves issues, provides legal updates, and responds

to requests for specialized reports

• Assists plan sponsor and intermediaries on the utilization of web-based applications and delivers web demonstrations for financial advisors and plan sponsors.

• Works with clients to correct and fund payroll items and manages distribution requests.

• Coordinates plan compliance testing with the compliance team.

• Participates in sales finals presentations and promotes cross-sell opportunities as needed

SUPERVISORY RESPONSIBILITIES (NONE)

REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS

• Bachelor’s degree in business related filed or combination of education and industry experience

• 3-5 years of total experience in Retirement Services, with emphasis in the daily 401(k)

environment, 403b or IRA areas

• Strong MS Office Skills with an emphasis in Excel