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.
• 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 representative, trade partners, trust system vendors and all levels of internal EPIC RPS staff.
• Perform other duties as assigned.

Relationship Manager

Performance Marketing

• Work with conversion project managers to establish new plans on internal systems and databases and upload participant data accurately.
• Translate complex data files received from prior providers to ensure essential data provided to complete conversion.
• Perform quality review of key data points, including participant balances, vesting, investment elections, plan provisions, and web products to ensure accuracy of information before plan live date and communicate any missing information critical to completion of the conversion to the Conversion Project Manager.
• With minimal oversight, invest conversion proceeds accurately according to conversion type within service standards and reconcile fund balances to trust system and/or trade platform holdings and identify any uninvested cash balance.
• Analyze existing procedures to identify process improvements.
• Perform other duties as assigned.

Relationship Manager

Conversion Specialist