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Relationship Manager

4 months ago

Greensboro, United States Ascensus Full time

Job Functions

, Essential Duties and Responsibilities Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process Reviews agreements and prepare internal documentation to assure proper administration  Meets periodically with contacts, ensure timeliness of client deliverables, and field inquiries  Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various reconciliation processes Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to perform services Presents annual account reviews at weekly committee meeting and actively participate in internal planning and coordination meetings Facilitates participant communications related to employer stock funds and distributions Promotes procedural prudence by complying with policies and procedures, retaining records and responding to audit inquiries Identifies cross-selling opportunities to support business development within the

Supervision

N/A

Section 3: Experience, Skills, Knowledge Requirements

Bachelor’s degree from an accredited university or college Minimum of five years of relevant professional experience Strong MS Office skills to include Outlook, Excel, Word and PowerPoint

PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE

Trust system experience (e.g., SEI’s Trust3000) Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates

COMPETENCIES

Client Service Oriented Personable Team Player Proactive Problem Solver Resourceful Independent Integrity Time Management Detail Oriented

TRAVEL

Up to 5%

We are proud to be an Equal Opportunity Employer