Client Relationship Manager

12 hours ago

St Louis, United States Ascensus Full time

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 Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial professional and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates. Section 2: Job Functions, Essential Duties and Responsibilities Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients Provide effective verbal and written communications in a clear, concise and informative manner Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations. Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan Assist clients with Service and IRS Plan terminations Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions Complete/Assist with payroll processing as required by the products assigned Accountable for all aspects of valuation reports, participant statements and annual testing Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g) Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable Review distribution paperwork and coordinate processing of distributions with asset holder Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing Assist auditors if a plan is subject to an audit Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys) As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business Assist with other tasks and projects as assigned Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. 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. Assist with other tasks and projects as assigned Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelors degree preferred 3-5 or more years ERISA experience in the retirement industry Experience in analysis of financial data required Experience in FTW software desirable, but not required Experience with 3.16 desirable, but not required Experience with PEPs desirable, but not required Strong Word, Excel, and Outlook skills Strong written and oral communication skills Strong analytic mentality associated with problem solving skills Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).

  • Senior Client Relationship Manager

    4 weeks ago

    St Louis, Missouri, United States Growing Green Full time

    Account Manager Role at Growing GreenWe are seeking a skilled Account Manager to join our team at Growing Green. As an Account Manager, you will be responsible for managing and nurturing key client relationships, serving as their trusted advisor and problem solver.Key Responsibilities:Manage and nurture key client relationshipsServe as a trusted advisor and...

  • Senior Client Relationship Manager

    4 weeks ago

    St Louis, Missouri, United States Cigna Full time

    Job SummaryThe Senior Client Relationship Manager is responsible for ensuring clients receive superior service and satisfaction. This role is a key member of the core client account team, responsible for overall satisfaction and retention of assigned book of business.Key ResponsibilitiesManages day-to-day client relationships through comprehensive knowledge...

  • Market Relationship Manager

    1 week ago

    St. Louis, United States Fifth Third Bank Full time

    Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION: Responsible for profitable business development and monitor the quality of an existing portfolio of companies with annual gross sales of at least $10 Million within a specific...

  • Client Relationship Manager

    2 weeks ago

    Saint Louis, United States Cognizant Full time

    About Us: Cognizant (Nasdaq: CTSH) is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. We help our clients modernize technology,...

  • Relationship Manager

    3 weeks ago

    st. louis, United States Infinite Computer Solutions Full time

    Job Description:Job Title: Relationship ManagerDuration: Full-Time EmploymentLocation: St Louis, MOPrimary Skillsets:Oversee client relationships across assigned portfolio of accounts, ensuring excellence standards in post-sales through solution definition/delivery and ongoing support services.Develop and maintain account plan by leading a joint...

  • Relationship Manager

    3 weeks ago

    St Louis, United States Infinite Computer Solutions Full time

    Job Description:Job Title: Relationship ManagerDuration: Full-Time EmploymentLocation: St Louis, MOPrimary Skillsets:Oversee client relationships across assigned portfolio of accounts, ensuring excellence standards in post-sales through solution definition/delivery and ongoing support services.Develop and maintain account plan by leading a joint...

  • Relationship Manager

    3 weeks ago

    st. louis, United States Infinite Computer Solutions Full time

    Job Description:Job Title: Relationship ManagerDuration: Full-Time EmploymentLocation: St Louis, MOPrimary Skillsets:Oversee client relationships across assigned portfolio of accounts, ensuring excellence standards in post-sales through solution definition/delivery and ongoing support services.Develop and maintain account plan by leading a joint...

  • Client Manager

    1 week ago

    st. louis, United States Covenant Technology Partners Full time

    Covenant Technology Partners is a United States-based Microsoft Partner, offering management and technology consulting as well as Managed Services. We specialize in assisting clients through the innovative application of Microsoft technologies. Our team members thrive in an energetic, collaborative, and entrepreneurial environment, engaging in challenging...

  • Client Manager

    1 week ago

    st. louis, United States Covenant Technology Partners Full time

    Covenant Technology Partners is a United States-based Microsoft Partner, offering management and technology consulting as well as Managed Services. We specialize in assisting clients through the innovative application of Microsoft technologies. Our team members thrive in an energetic, collaborative, and entrepreneurial environment, engaging in challenging...

  • Client Manager

    1 week ago

    St Louis, United States Covenant Technology Partners Full time

    Covenant Technology Partners is a United States-based Microsoft Partner, offering management and technology consulting as well as Managed Services. We specialize in assisting clients through the innovative application of Microsoft technologies. Our team members thrive in an energetic, collaborative, and entrepreneurial environment, engaging in challenging...

  • Commercial Banking Relationship Manager

    4 weeks ago

    St Louis, Missouri, United States Regions Bank Full time

    We are seeking a skilled Commercial Relationship Manager to join our team at Regions Bank. In this role, you will be responsible for delivering credit and a broad range of product/service client solutions within a dedicated geographic area, targeting general-industry clients with annual revenues between $1MM - $250MM.Key Responsibilities:Identify,...

  • Business Banking Relationship Manager

    18 hours ago

    St Louis, Missouri, United States Enterprise Bank & Trust Full time

    About Enterprise Bank & TrustEnterprise Bank & Trust is a bank that was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.Job SummaryAs a AVP, Business Banking Development Officer, you...

  • Commercial Middle Market Relationship Manager

    3 weeks ago

    St Louis, United States Fifth Third Bank, N.A. Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for profitable business development and monitor the quality of an existing portfolio of companies with annual gross sales of at least $10 Million within a...

  • Client Service Manager

    3 weeks ago

    St Louis, United States Moneta Corporation Full time

    Company DescriptionMONETA is a national independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the...

  • VP, Specialty Banking Relationship Manager

    4 weeks ago

    St Louis, Missouri, United States Enterprise Bank & Trust Full time

    Job SummaryThis role will be responsible for developing new National Deposit Vertical deposit account relationships within the Community Associations industry, while implementing comprehensive banking solutions for new and existing National Deposit Vertical account relationships.Key ResponsibilitiesRepresent the bank in the business community, developing...

  • Client Service Manager

    3 weeks ago

    St Louis, United States Moneta Corporation Full time

    Company DescriptionMONETA is a national independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the...

  • VP, Specialty Banking Relationship Manager

    4 weeks ago

    St Louis, Missouri, United States Enterprise Bank & Trust Full time

    Job Title:VP, Specialty Banking Relationship ManagerJob Description:This position will primarily be responsible for developing new National Deposit Vertical deposit account relationships within the Community Associations industry, while implementing comprehensive banking solutions for new and existing National Deposit Vertical account relationships. To...

  • Healthcare Relationship Manager

    4 weeks ago

    St. Louis, MO, USA, United States Fifth Third Full time

    Transforming Banking for Healthcare OrganizationsFifth Third Bank is seeking a seasoned Healthcare Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining relationships with healthcare companies and institutions in the Kansas City area.Key Responsibilities:Identify and...

  • VP, Specialty Banking Relationship Manager

    4 months ago

    St Louis, United States Enterprise Bank and Trust Full time

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, were strong,...

  • Relationship Banking Specialist

    4 weeks ago

    St Louis, Missouri, United States Fifth Third Bank, N.A. Full time

    We are seeking a skilled Associate Relationship Manager to join our team at Fifth Third Bank, N.A. in Kansas City, Missouri. As a key member of our commercial banking team, you will be responsible for partnering with Relationship Managers in sales and servicing, performing analytical tasks, and identifying client solutions.Key Responsibilities:Partner with...