Client Relationship Manager

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.

Section 1: Position Summary

Client Relationship Manager (CRM) is responsible for serving clients and financial advisors at all levels based on our service model. The CRM will be measured on their ability to effectively communicate with plan sponsors, financial advisors, and internal team members as well as their ability to critically think and solve problems. The CRM will also be utilized to work and own internal projects as needed.

Section 2: Job Functions, Essential Duties and Responsibilities

Process and/or review the following:

• Ensure the accuracy of retirement plan administration including deliverables, plan document, annual notices, contribution calculations, and government filings.
• Ensure accuracy of data in Axis for use in managing plan load and reporting
• Consult with clients and financial advisors proactively
• Present plan design suggestions to plan sponsors
• Act as a point of contact for 3(16) related questions from Consultants, Sales Directors, Installation Specialists, and Management
• Maintain and strengthen relationships with clients and financial advisors
• Assist the Transaction, Operations, and 3(16) Operations teams as needed to resolve client issues
• Interface with recordkeepers to ensure a positive client experience
• Communicate significant issues and expectations to an appropriate higher authority within the organization in a timely manner
• Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
• Performing project work as needed

Section 3: Experience, Skills, Knowledge Requirements

• Bachelor's degree (B.A., B.S.) in accounting, business, or human resources, or equivalent business experience
• Excellent customer service skills
• Team player, willing to help out where needed
• Effective communication skills
• Self-motivated, eager to learn and grow
• Responsive and efficient
• Organized, with an attention to detail
• Proactive innovative thinker
• Ability to effectively assess risk
• Creative problem solving skills
• Intermediate knowledge of MS Office Suite
• Experience with databases and data management
• Knowledge of general retirement plan administration and/or plan design, or equivalent technical/compliance processing environment
• Understanding of financial markets and financial service organizations
• Knowledge of payroll processing and payroll deductions related to retirement plans

We are proud to be an Equal Opportunity Employer