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
- Management of an assigned group of distribution relationships
- Serve as liaison between the company, advisor, TPA or affiliates to ensure client satisfaction and retention
- Provide proactive communication to internal & external clients, day-to-day account support, and issue escalation/resolution
- Serve as primary point of contact addressing requests from basic to complex from advisors and TPAs
- Provide high level of customer service, build relationships to ensure retention and facilitate organic growth
- Facilitate regular calls with distribution partners to discuss outstanding items and company initiatives
- Take ownership, apply critical thinking and problem-solving to resolve client issues and mobilize internal teams
- Coordinate efforts with Sales to ensure coverage and regular contact with distribution partners
- Act as liaison between Service, Sales, New Business Implementation to facilitate smooth onboarding of new clients
- Review client data periodically for accuracy and ensure PII confidentiality and security
- Identify outdated or ineffective procedures and suggest improvements
- Resolve escalations efficiently in a fast-paced environment with changing priorities
- Assist other areas when volume is high or staffing is low and participate in unit meetings and training
- Conduct oneself professionally and partner with upper Management; perform other duties 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
- Uninterrupted virtual work space and family care in place during business hours for remote positions
- Internet work speed requirement 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client relationship management401k plans403b plans457 plansfinancial industry operationsdata entryproblem-solvingorganizational skillstime managementtechnical proficiency
Soft skills
communication skillsprofessional demeanorcritical thinkingownershipaccountabilityteamworkindependenceadaptabilitystress managementrelationship building
Certifications
QPAQKABachelor's degree