Relationship Manager – Defined Benefits Specialist

Trinity Pension Consultants; Akron (OH); Vor Ort; USD 90.000 - 105.000; Vollzeit

Benefits dieser Stelle

PTO

Life Insurance

Long-Term Disability

Short-Term Disability

PTO Purchase

Summer Fridays

Zusammenfassung

Trinity Pension Consultants, Inc. in Akron, Ohio, is seeking a Relationship Manager with a Defined Benefit focus to build and nurture client relationships and communicate complex retirement plan concepts clearly.

In this full-time role, you will support annual administration, assist onboarding new clients, log activity, and collaborate with internal teams to deliver accurate reports and resolutions for sponsors and advisors. Salary is 90,000–105,000, commensurate with experience.

Qualifikationen

• Experience communicating complex retirement plan concepts clearly.
• Strong relationship-building and presentation skills.
• Ability to manage client onboarding and ongoing administration.
• Knowledge of Defined Benefit administration concepts.

Aufgaben

• Proactively follow up on items necessary to complete annual administration and testing.
• Assist with onboarding Trinity new clients.
• Log email, phone and meeting activities.
• Track conversion events and client communications effectively managing your dashboard.
• Document sponsor and advisor interactions in PensionPro.
• Collaborate with other departments delivering Trinity’s reports and anticipating client questions.
• Explain to Plan Sponsors and Financial Advisors the various aspects of Defined Benefit administration.

Kenntnisse

Relationship building

Communication skills

Retirement plans knowledge

Client onboarding

Problem solving

Tools

PensionPro

Jobbeschreibung

Trinity Pension Consultants, Inc. in Akron, Ohio, is seeking a Relationship Manager with a Defined Benefit focus to build and nurture client relationships and communicate complex retirement plan concepts clearly.

In this full-time role, you will support annual administration, assist onboarding new clients, log activity, and collaborate with internal teams to deliver accurate reports and resolutions for sponsors and advisors. Salary is 90,000–105,000, commensurate with experience.