Relationship Manager III ERISA, Retirement

NBS, LLC; West Jordan (UT); Remote; USD 55,000 - 75,000; Full time

Job summary

A leading benefits administration company is looking for a dedicated professional for a full-time remote role. You will manage relationships with clients regarding retirement plans, ensuring compliance and providing support. Candidates should have a Bachelor's degree and experience in retirement plan administration. This role involves teamwork, attention to detail, and strong communication skills. The position offers a stable environment with opportunities for growth and requires certification in retirement plans within a year.

Qualifications

• Excellent customer relation skills including effective relationship development.
• High attention to detail and organized approach to duties.
• Ability to learn quickly and research complex problems independently.

Responsibilities

• Build and maintain strong customer relationships.
• Oversee compliance tasks for ERISA retirement plans.
• Develop relationships with plan sponsors and advisors.

Skills

Customer relation skills

Attention to detail

Problem-solving skills

Organizational skills

Written communication

Teamwork

Education

Bachelor's degree or work equivalent

Tools

Microsoft Word

Microsoft Outlook

Microsoft Excel

Job description

Description

Full-time, fully remote position, in retirement benefits administration, regularly working 8 AM to 5 PM, Monday through Friday with 40 + hour work week. Wonderful working environment with opportunity for growth. This position is full-time, salaried, and exempt.

Duties

• Build and maintain strong, long-lasting customer relationships by providing support to a group of retirement plans through knowledge, expertise and customer care to all clients taking into account the client segmentation as determined by NBS.
• Oversee a variety of compliance tasks relating to ERISA retirement plans
• Develop and promote plan sponsor, advisor, and investment provider relationships
• Coordinate needs of investment providers, plan sponsors, participants, and advisors. Consult with plan sponsors or advisors concerning regulatory, operational, and service aspects of retirement plans
• Manage multiple tasks, projects, and deadlines at the same time
• Understand and ensure retirement plans meet all regulatory and compliance requirements as established by the IRS and DOL
• Coordinate plan needs with other teams to ensure timely and accurate completion and responses
• Coordinate support for plan sponsors during IRS audits or DOL investigations
• Monitor ERISA plan documents for adherence to applicable rules and regulations
• Attend and facilitate team, department, and company trainings
• Must gain extensive knowledge of retirement plans through certification within 1 year of accepting this position; maintain QKA designation once obtained
• Some travel may be required to make on-site client visits (some visits may require overnight stays)
• Provide expertise as a subject matter expert in one or more duties related to Relationship Management, including owning procedures and checklists pertaining to subject
• Provide expertise by way of a professional blogpost that can be published on the NBS online knowledge base
• Actively contribute to a positive team environment
• Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
• Perform other duties as assigned by Supervisor, Director, or Vice President

Requirements

• Have excellent customer relation skills including the ability to develop and maintain effective relationships
• Be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities
• Able to learn quickly and have the ability to research complex problems independently
• Personable, highly motivated, hardworking and positive attitude
• Be well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
• Be professional and articulate in both verbal and written communication
• Have strong computer skills including typing, and proficiency in Microsoft Word, Outlook, and Excel
• Be able to comprehend and interpret IRS and DOL regulations
• Work well within a team

Education and Experience – Bachelor's degree or work equivalent required. 1 year retirement plan administration experience is required.

Physical Requirements– This position requires the employee to be seated the majority of the work time.

Note: The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment, do not eliminate your "at-will" status in anyway, and are subject to change at the discretion of National Benefit Services, LLC.