Senior Client Relationship Manager, ERISA, MEP PEP
4 weeks ago
Job Description
Full-time, fully remote position in retirement benefits administration, regularly working 8 AM to 5 PM, Monday through Friday. 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 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 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 QKA designation once obtained
- Some travel may be required, possibly overnight
- 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 or Vice President
Qualifications
- Must have experience with MEP and PEP plans
- Have excellent customer relation skills including the ability to develop and maintain effective relationships
- Must be able to understand and advise on cash balance plan topics and issues
- Ability to communicate clearly with actuary partners and clients
- Has knowledge of PBGC process
- Be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities
- 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. QPA Credential is preferred.
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.
-
West Jordan, Utah, United States National Benefit Services, LLC Full timeJob DescriptionFull-time, fully remote position in retirement benefits administration, regularly working 8 AM to 5 PM, Monday through Friday. Wonderful working environment with opportunity for growth. This position is full-time, salaried, and exempt.DutiesBuild and maintain strong, long-lasting customer relationships by providing support to a group of...
-
West Jordan, United States National Benefit Services, LLC Full timeJob Description Full-time, fully remote position in retirement benefits administration, regularly working 8 AM to 5 PM, Monday through Friday. 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...
-
West Jordan, United States National Benefit Services, LLC Full timeJob DescriptionFull-time, fully remote position in retirement benefits administration, regularly working 8 AM to 5 PM, Monday through Friday. Wonderful working environment with opportunity for growth. This position is full-time, salaried, and exempt.DutiesBuild and maintain strong, long-lasting customer relationships by providing support to a group of...
-
Assistant Service Manager
1 week ago
West Jordan, United States Pep Boys Full time**** **Assistant Service Manager** **Assistant Service Manager** **Requisition ID:** 117166 **Category:** Service Desk **Position Summary** Support the service and tire team under the direction of the Manager, Store Service. Assist in driving sales across service labor, parts, tires, and fleet business and you provide essential selling and task support by...
-
Client Relationship Consultant 2
1 week ago
West Jordan, Utah, United States US Bank Full timeAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...
-
Senior Relationship Manager
2 weeks ago
West Des Moines, United States Gilbert & Cook, Inc Full timeRelationship ManagerSummaryThe Relationship Manager plays a vital role in supporting the Advisor in delivering exceptional service to clients by managing comprehensive administrative responsibilities, preparing client meetings, and fostering strong client relationships. This position requires expertise in client service, complex problem-solving, and...
-
Senior Relationship Manager
2 weeks ago
West Des Moines, United States Gilbert & Cook, Inc Full timeRelationship ManagerSummaryThe Relationship Manager plays a vital role in supporting the Advisor in delivering exceptional service to clients by managing comprehensive administrative responsibilities, preparing client meetings, and fostering strong client relationships. This position requires expertise in client service, complex problem-solving, and...
-
Senior Relationship Manager
4 days ago
West Des Moines, United States Gilbert & Cook, Inc Full timeRelationship ManagerSummaryThe Relationship Manager plays a vital role in supporting the Advisor in delivering exceptional service to clients by managing comprehensive administrative responsibilities, preparing client meetings, and fostering strong client relationships. This position requires expertise in client service, complex problem-solving, and...
-
Senior Relationship Manager
2 weeks ago
West Des Moines, United States Gilbert & Cook, Inc Full timeRelationship ManagerSummaryThe Relationship Manager plays a vital role in supporting the Advisor in delivering exceptional service to clients by managing comprehensive administrative responsibilities, preparing client meetings, and fostering strong client relationships. This position requires expertise in client service, complex problem-solving, and...
-
Senior Relationship Manager
2 weeks ago
West Des Moines, United States Gilbert & Cook, Inc Full timeSENIOR RELATIONSHIP MANAGERSummaryWe are seeking an experienced Relationship Manager to join a well-established, growing, and ensemble-based, private wealth management firm in West Des Moines, Iowa. The successful candidate will demonstrate expertise in client service, complex problem solving, communication, and relationship building. The Relationship...
-
Senior Relationship Manager
2 weeks ago
West Des Moines, United States Gilbert & Cook, Inc Full timeSENIOR RELATIONSHIP MANAGERSummaryWe are seeking an experienced Relationship Manager to join a well-established, growing, and ensemble-based, private wealth management firm in West Des Moines, Iowa. The successful candidate will demonstrate expertise in client service, complex problem solving, communication, and relationship building. The Relationship...
-
Senior Relationship Manager
2 weeks ago
West Des Moines, United States Gilbert & Cook, Inc Full timeSENIOR RELATIONSHIP MANAGERSummaryWe are seeking an experienced Relationship Manager to join a well-established, growing, and ensemble-based, private wealth management firm in West Des Moines, Iowa. The successful candidate will demonstrate expertise in client service, complex problem solving, communication, and relationship building. The Relationship...
-
Senior Mechanical Engineer
2 weeks ago
West Columbia, United States Nenniandassoc Full timeOverview Our client is a well established consulting engineering firm that is a national pioneer in the development of net zero energy buildings. They are currently seeking a Senior Mechanical Engineer to join their growing team within the South Carolina market! Job Duties And Responsibilities Lead all aspects of the performance contracting projects...
-
Client Relationship Specialist
1 month ago
West Des Moines, United States Charles Schwab Full timePosition Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS) , you have the opportunity to bring your passion for customer service...
-
Commercial Banking Relationship Manager
1 week ago
South Jordan, United States Umpqua Bank Full timeDescription About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets...
-
Senior Consultant
7 days ago
West Columbia, United States BUFORD GOFF & ASSOCIATES, INC. Full timePosition: Communications Group / Senior Consultant Type: Full-Time Location: Columbia, South Carolina Responsibilties: Analyze business requirements and processes using appropriate methodologies and strategies. Determine or develop models and solutions that solve identified problems. Conduct research and discovery that contributes to solutions. Create,...
-
Commercial Banking Relationship Manager
6 days ago
South Jordan, United States Umpqua Bank Full timeDescription About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets...
-
MEP Estimating Manager
4 weeks ago
West Palm Beach, United States Quantity Takeoff Full timeA position is vacant for MEP Estimating Manager at West Palm Beach, FL 33401. The compensation will vary from 120,000 to 160,000 BOE. In order to apply for the position the ideal candidate should have the following eligibilities:- Seven to ten years or more of progressive MEP and/or Electrical construction industry estimating experience. Bachelor's degree in...
-
Case Manager II
1 month ago
West Palm Beach, United States Monarch Health Services Full timeJob DescriptionJob DescriptionSalary: Description of Position:The primary job function is to assist clients with the navigation, enrollment and orientation of the Non-Medical Case Management programs. Ensure support services have been provided to clients. Provide referrals to other eligible and applicable programs and assist clients through regular...
-
Senior Geotechnical Engineer
1 week ago
West Jordan, United States CMT Technical Services Full timeCMT is looking for a senior geotechnical engineer who can work in a leadership role within our geotechnical division in Utah. Responsibilities: Develop proposals and determine cost and schedule for investigations. Provide direction to technical team in field inspection activities. Interact with customers and team members to complete the assigned projects...