Client Relationship Manager

3 weeks ago

Irvine, United States OneDigital Full time

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves._
- We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits._

Our Newest Opportunity:
Essential Duties and Responsibilities (include but are not limited to):

- Act as primary plan sponsor contact for all day-to-day plan administration issues and requests.
- Follow through on all issues to satisfactory and timely resolution by coordinating with service providers, Retirement Plan Consultant and client.
- Coach and mentor new hires or less experienced employees
- Create and present materials for plan review meetings in conjunction with Retirement Plan Consultants
- Record and draft meeting minutes and ensure action items are completed timely
- Review underperforming investment options and prepare materials on recommended fund changes
- Coordinate fund changes, vendor searches, plan corrections, document changes, plan design and fee analyses
- Maintain and update information in CRM system according to department standards
- Research, follow up and resolve client inquiries and issues through effective interaction with clients, plan participants and advisors in a timely and professional manner
- Build relationships with clients and maintain open lines of proactive communication
- Assist plan sponsors with year-end compliance requirements
- Schedule and prepare materials for educational meetings and campaigns; may include conducting plan review meetings and presenting to participants
- Assist plan participants with account questions
- Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online) Facilitate administrative aspects of plan enhancements and fund changes including letters of instruction and participant notification
- Other duties may include, but not limited to: lead training sessions, documentation and improvement of client related processes and procedures, commissions administration and accounting

Qualifications, Skills and Requirements:

- Ability to quickly form and maintain positive, productive relationships with clients.
- Strong business judgment
- Ability to work and make decisions independently and as a Team Player
- Types accurately for extended periods
- Excellent communication skills, both written and verbal; Writes, speaks, and presents clearly and succinctly across a variety of communication settings and adjusts communication style to audience
- Excellent customer service skills
- Superior attention to detail and follow-through
- Ability to work well independently and with mínimal supervision
- Excellent organizational and time management skills; ability to successfully multi task and manage priorities effectively.
- Computer skills in Microsoft Office Suite (Word, Excel and PowerPoint). Adobe and SalesForce
- Judgment and problem-solving skills based on precedent
- Stay current on company systems and procedures
- Critical thinking required for process improvement
- Problem solving is required for time sensitive client issues arise which require a prompt decision
- Regular and predictable attendance is required - Primarily sedentary work, ability to move about office and make client visits
- Ability to move 20 pounds on a regular basis
- Visual acuity for computer work and written documents
- Ability to hear to converse via telephone and in person
- Access to highly confidential personnel and financial data

Education, Training and Experience:

- College degree or equivalent financial services industry experience
- 3-5 years’ industry experience required
- FINRA Series 65 required or obtain within 90 days of employment

The typical base pay range for this role nationwide is $110,000 - $135,000 per year.

Your base pay is dependent upon your skills, education, qualifications,

professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbur

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