Relationship Manager
PCS Retirement
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- Assists Management in identifying procedures and policies that are outdated or ineffective and suggests opportunities for improvement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)
- 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
- Remote workspace with no distractions and family care in place during business hours
- Internet speed of 50 MBps or better for individual use
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 WordMicrosoft Excel
Soft skills
customer servicecritical thinkingproblem-solvingorganizational skillstime managementcommunication skillsprofessional demeanorflexibilityaccountabilityteamwork
Certifications
QPAQKA
