Consultant, Defined Contribution
Fidelity Investments
Relationship Manager
PCS Retirement
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $65,000 - $85,000 per year
Job Level
Mid-LevelSenior
About the role
- Serves as the primary point of contact in addressing an array of requests from basic to complex from advisors and TPAs
- Provides a high level of customer service, builds relationships to ensure retention, and facilitates organic growth
- Facilitates regularly scheduled calls with distribution partners to discuss outstanding items and provide updates on company initiatives
- Takes ownership and applies critical thinking and problem-solving skills to resolve client-related issues efficiently and effectively and mobilizing internal teams necessary to solve escalated issues
- Coordinates efforts with Sales team to ensure broad coverage and regular contact with distribution partners in assigned territory
- Acts as liaison between Service, Sales, New Business Implementation teams to facilitate smooth onboarding of new clients
- Reviews client data periodically for accuracy and adheres to the strictest standards of oversight, ensuring all PII is kept confidential and secure
- Assists Management in identifying procedures and policies that are outdated or ineffective and suggests opportunities for improvement
- Demonstrates efficiency and flexibility in resolving escalations in a fast-paced work environment with frequent interruptions and changing priorities
- Assists other areas of the organization with various functions when volume is high and/or staffing levels are low
- Assists Management to improve department productivity through participation in unit meetings, ongoing training and self-development
- Conducts themselves professionally and partners with upper Management accordingly
- Performs other duties and responsibilities as assigned
Requirements
- 5-7 years of client relationship management experience required, preferably in the retirement industry
- Bachelors’ degree is preferred but not required
- QPA, QKA preferred but not required
- Knowledge of 401k plans and/or 403b, 457 plans, as well as a basic understanding of the full suite of PCS Retirement products and service
- An understanding of financial industry operations, mutual fund classification, trading and general banking practices
- Experienced in coordinating and running client meetings in person and virtually
- High level of accountability and ownership of assigned relationships
- Strong organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines
- Reasoning and problem-solving skills to research and resolve general problems
- Technical proficiency and highly adaptive to learning and working in multiple systems. Proficiency in using required software applications, including Microsoft Office applications (specifically, Word, Excel, PowerPoint and Outlook - Access is beneficial) necessary for creating documents, analyzing spreadsheets, and managing business correspondence
- Communication skills and professional demeanor to interact with all levels of management, other associates and counterparts at other firms
- Work independently and in a team environment as well as support broader initiatives with guidance from a Supervisor
- Work well under stress created by time deadlines, workflow volume changes and telephone/associate inquiries
- Learn and understand the various legal documents required by various companies in order to process client requests
- Learn and apply new information, skills, and processes quickly including the various regulations, back office systems and plan document materials
- Read and interpret financial statements, perform accurate data entry, 10 keys by touch, and type at least 30 words per minute
Benefits
- 401(k) match
- medical
- dental
- vision
- life insurance
- short and long term disability
- paid-time off
- etc.
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client relationship management401k plans403b plans457 plansfinancial industry operationsmutual fund classificationtrading practicesdata entryMicrosoft Officeproblem-solving
Soft skills
customer servicecritical thinkingorganizational skillstime managementcommunication skillsprofessional demeanorflexibilityaccountabilityteamworkindependence
Certifications
QPAQKA
