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Client Relationship Specialist II/III
2 months ago
Client Relationship Specialist II/III
Overview:
Effectively cultivate and oversee primary connections with plan sponsors and channel partners through regular client interactions, including on-site engagements, proactive outreach, professional negotiations, responsive communication, and issue resolution. Collaborate with sponsors and channel partners to comprehend their concerns and requirements, and as necessary, serve as an intermediary between internal departments and the client to initiate enhancements and address challenges. Keep clients informed of industry and regulatory developments in a timely manner, elucidating the implications for their operations. Offer consulting services related to plan design.
Enhance client retention by conducting annual plan assessments for decision-makers and initiating proactive outreach and meetings. Provide investment advisory services, updates on fund lineups, and deliver comprehensive Investment Due Diligence and Monitoring Reports.
Facilitate the onboarding of new groups assigned to you, working closely with plan sponsors and channel partners. This may involve assisting in data collection, managing the new business submission process, delivering necessary documents and agreements, and maintaining communication with stakeholders regarding new plans.
Oversee all facets of the enrollment, re-enrollment, and educational processes. This includes proactively scheduling, determining content, preparing for, and conducting meetings.
Participate in sales presentations as a relationship manager when requested by the sales manager. Advocate for new products and services to plan sponsors.
Provide mentorship and guidance to junior Client Service Consultants.
Qualifications:
Education: A Bachelor's degree is required. A degree or experience in Business Administration is preferred.
Experience: A minimum of 5 years of demonstrated experience in relationship management within the retirement plans sector or an equivalent combination of education and relevant experience. Strong understanding of qualified plans, ERISA regulations, and qualified plan investments is essential. In-depth knowledge of the retirement plan products and services offered by The Standard is preferred.
Professional certification required: NASD series 6, 63, 65; or equivalent is mandatory. Retirement plans industry certification is preferred or in progress.
Travel is a requirement for this position.
Minimum Education: Bachelor's Degree
Skills and Certifications:
Are you able to travel 25-50% of the time (primarily day travel)? Do you hold current series 6 or 7 along with series 63 or 65 designations?
Ideal Candidate:
3-5 years of experience as a relationship manager. Previous experience in an advisor-centric environment is advantageous.
Ideal Candidate Should Have Worked For The Following Company(ies): John Hancock, Transamerica, Fidelity, etc.
Additional InformationAll information will be kept confidential in accordance with EEO guidelines.
