Client Relationship Manager 3

Mutual of America Financial Group; Conshohocken (Montgomery County); On-site; USD 50,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated Client Relationship Manager to enhance client relationships and ensure exceptional service delivery. This role involves managing day-to-day operations for group retirement plans and maintaining compliance for clients. You will work closely with a dynamic team to support clients' needs and facilitate timely service delivery. With a focus on client satisfaction and operational excellence, this position offers a competitive salary and comprehensive benefits, including a robust 401(k) match and generous paid time off. If you are passionate about client service and eager to make a positive impact, this opportunity is for you.

Benefits

Competitive Base Salary

Annual Bonus

Comprehensive Benefits Package

401(k) Match

Parental Leave

Paid Time Off

Qualifications

• Excellent communication skills for client interactions.
• Ability to manage multiple tasks and maintain client relations.

Responsibilities

• Manage ongoing relationships with group retirement plan clients.
• Facilitate client inquiries and ensure compliance tasks are executed.
• Coordinate plan support services and maintain Salesforce data.

Skills

Business Writing

Presentation Skills

Phone Communication

Multitasking

Client Relationship Management

Education

Bachelor's Degree

Tools

Salesforce

Job description

Mutual of America Financial Group

Job Title: Client Relationship Manager 3

Location: Philadelphia

Who We Are:

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

The Client Relationship Manager 3 will focus on managing the ongoing client relationships within our Philadelphia office, supporting and processing their requests. You’ll be responsible for retaining clients and providing excellent service. The Client Relationship Manager 3 will report into the Director, Sr. CRM.

Responsibilities:

1. Under the guidance of a Sr. CRM or CRM, maintain relationships with group retirement plan clients and key personnel for plans generally with under $1 million in assets and unaudited. *Plan sizes may vary depending on regional office plan count, demographics, and your overall degree of experience.
2. Manage the day-to-day operations and servicing of group retirement plan clients.
3. On an ongoing basis, maintain compliance calendar for each client to ensure timely execution of required annual compliance tasks.
4. Facilitate client (plan sponsor), and participant inquiries and service requests in a proactive manner on behalf of licensed CRMs.
5. Coordinate the request of any plan amendments.
6. Support client payroll remittance process.
7. Coordinate plan support services (audit support, 5500’s, compliance testing) with home office to ensure services are delivered timely and accurately.
8. Work closely within the regional team to coordinate appropriate delivery of MOA services.
9. Salesforce upkeep (input client contact data, update plan information, manage client tasks, etc.).
10. Fulfill, as needed, the requests of other Client Relationship Managers in the office including Senior Client Relationship Managers in support of tasks that may need to be completed due to urgency/learning opportunities.

Required Qualifications:

1. Excellent business writing, presentation, and phone skills.
2. Ability to handle pressure, prioritize, and multitask during a business day.
3. Communication skills and comfortability speaking with payroll managers, human resource directors and potentially c suite executives.

Preferred Qualifications:

1. Bachelor's degree.
2. Prior work experience in group retirement plan industry.
3. Basic knowledge and understanding of corporate/group retirement plans (403(b), 401(k) and 457 plans) including: retirement plan design, investment monitoring, plan administration, compliance testing and understanding of retirement plan rules & regulations.
4. Prior client relationship management experience.

What we offer you:

1. Competitive base salary.
2. Annual Bonus.
3. Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment.
4. 401(k) Match: 100% Employer Match on up to 6% of employee contributions (Salary and Incentive Comp).
5. Parental Leave: 8 weeks fully paid.
6. Paid time off: 20 days plus two floating personal holidays.

The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus, whereby total compensation may exceed this range depending on individual and/or company performance.

Base Salary Range: $50,000 - $70,000

Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica |Facebook: @mutualofamerica

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.