Relationship Manager III-IV ERISA, Retirement

NBS, LLC; West Jordan (UT); Remote; USD 50,000 - 70,000; Full time

Job summary

A prominent retirement benefits firm is seeking a full-time remote employee for administration in retirement benefits. Responsibilities include building customer relationships, overseeing compliance for ERISA plans, and managing regulatory requirements. The ideal candidate should have a Bachelor's degree, strong customer relation skills, and 1 year of retirement plan administration experience. This role offers growth opportunities within a supportive work environment.

Benefits

Retirement benefits

Opportunity for growth

Qualifications

• 1 year retirement plan administration experience required.
• Must obtain QKA designation within 1 year of accepting the position.
• Professional and articulate in both verbal and written communication.

Responsibilities

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

Skills

Excellent customer relation skills

Attention to detail and accuracy

Ability to learn quickly

Personable and motivated

Strong computer skills

Professional communication skills

Education

Bachelor's degree or work equivalent

Tools

Microsoft Word

Outlook

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.