Relationship Manager I

Map401k; United States; Sur place; USD 46 000 - 70 000; Plein temps

Avantages offerts par ce poste

401(k) with safe harbor contributions

Ongoing industry training and career开发

Team that genuinely enjoys working tog

Diverse and inclusive workplace

Résumé du poste

MAP Retirement is hiring for a client services role focused on retirement plan administration. You will serve as the primary contact for clients and advisors, ensuring clear communication and proactive issue resolution.

In this fast-paced, collaborative environment, you’ll coordinate with plan consultants, actuaries, and internal teams to handle census requests, distributions, and compliance deadlines while maintaining meticulous client records.

Qualifications

• 1–3 years of experience in retirement plan administration or client services.
• Strong communication and interpersonal skills.
• Ability to juggle multiple priorities and deadlines.
• High attention to detail and a problem-solving mindset.
• Comfortable in a fast-paced, collaborative environment.
• Familiarity with PensionPro or FTW is preferred.

Responsabilités

• Serve as the go-to contact for clients and their advisors by phone, email, and regular check-ins.
• Respond to requests quickly and resolve issues proactively to prevent problems.
• Collaborate with Plan Consultants on questions requiring ERISA expertise.
• Track and manage deadlines for annual plan compliance across your book of business.
• Prepare census requests, contribution summaries, and refund forms.
• Identify and communicate late deposits and minimum distribution obligations.
• Assist with annual projects like force-outs, annual notices, and disclosures.
• Support distributions, corrections, and plan transitions.
• Partner with actuaries and internal teams on plan design questions.

Connaissances

Strong communication

Interpersonal skills

Multi-tasking

Detail oriented

Outils

PensionPro

FTW

Description du poste

You’re someone who genuinely likes working with people — not just checking tasks off a list, but actually helping clients feel confident and taken care of. You’re organized, curious about how things work, and you like the idea of building real expertise in a field that matters: helping businesses offer retirement benefits that change people’s lives.

You don’t need to know everything about ERISA on day one. You need to be a clear communicator, a careful thinker, and someone who shows up for both clients and teammates. We’ll invest in the rest.

What you’ll do here

Client relationships

• Serve as the go-to contact for your clients and their advisors — by phone, email, and regular check-ins
• Respond to requests quickly and resolve issues proactively, before they become problems
• Partner with our Plan Consultants when compliance questions require deeper ERISA expertise
• Track and manage deadlines for annual plan compliance across your book of business
• Prepare census requests, contribution summaries, and refund forms
• Identify and communicate late deposits and minimum distribution obligations
• Assist with annual projects — force-outs, annual notices, recordkeeper disclosures
• Support distributions, corrections, and plan transitions
• Collaborate with actuaries, plan consultants, and internal teams on plan design questions

Systems & data

• Maintain accurate client records in PensionPro
• Update internal workflow systems to reflect client activity
• Coordinate with Finance on billing and receivables
• Support onboarding, conversions, and plan terminations

Requirements

• 1–3 years of experience in retirement plan administration or client services
• Strong communication and interpersonal skills
• Ability to juggle multiple priorities and deadlines without dropping the ball
• High attention to detail and a problem-solving mindset
• Comfortable in a fast-paced, collaborative environment
• Familiarity with PensionPro or FTW is preferred

Why MAP?

• 401(k) with safe harbor contributions
• Ongoing industry training and professional development
• A team that genuinely likes working together

Salary range: $46,000 - $70,000 annually. Compensation is commensurate with experience.

MAP Retirement is an equal opportunity employer. We are committed to a diverse and inclusive workplace and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, disability, or criminal record.