PARC Street Partners

Account Manager

• Responsible for the planning, successful execution and follow through on a diverse range of client activities aimed at promoting mutual growth and profitability.
• Maintain the highest level of client trust ensuring client retention.
• Carry out innovative and complex projects to their completion associated to client needs and make sound recommendations to ensure EPIC RPS exceeds client expectations.
• Assist in resolving escalated client issues.
• Solicit feedback from internal and external partners to continually improve EPIC RPS deliverables; such as the client service experience, online tools, the conversion process, plan document management, the quarterly statement process, the year-end compliance testing and 5500's.
• Conduct on-site or virtual client meetings on a regular basis with an emphasis on client growth, satisfaction and retention.
• Identify opportunities to generate additional revenue through the introduction of additional EPIC RPS Investment 5 and Administrative services.
• Manage communications between all client representatives, trade partners, trust system vendors and all levels of internal EPIC RPS staff.
• Perform other duties as assigned.

Relationship Manager

• Provide high quality customer service for CAM clients regarding account inquiries that are primarily initiated by the client and transaction processing.
• Accept and transact orders for which you are properly registered.
• Establish, maintain and execute all administrative tasks on CAM to ensure they remain compliant by working with Operations and our internal compliance department.
• May entail proactive client outreach for maintenance of accounts.
• Other duties as assigned.

Relationship Manager

Account Management Administrator