WMS Relationship Manager
First Bank & Trust
full-time
Posted on:
Location Type: Office
Location: Brookings • South Dakota • United States
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About the role
- managing a book of client relationships
- provide administrative and relationship management to qualified retirement plan accounts
- conduct client meetings and communications
- arrange and perform on-site employee enrollment and ongoing education meetings
- assist in the oversight of Employee Benefit record-keeping functions
- assist the plan conversion and/or deconversion team
- assist in conducting sales meetings and presentations to groups
Requirements
- bachelor's degree
- minimum of five years of related work experience or the equivalent
- completed and received certification from an accredited employee benefits school preferred
- Knowledge and understanding of laws and regulations governing the administration of Employee Benefit accounts
- Knowledge of general computer applications and networks desired
- strong communication skills
Benefits
- Comprehensive Healthcare Benefits
- 401(k) & ESOP Profit Sharing
- Wellness Program
- Education Student loan repayment assistance program
- Volunteer Service Hours
- In-house Childcare & Preschool
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
relationship managementemployee benefit record-keepingplan conversionsales presentations
Soft Skills
communication skills
Certifications
bachelor's degreecertification from accredited employee benefits school