Remote Retirement Plan Relationship Manager

Foundation Risk Partners; United States; Remote; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health, vision, and dental plans

401(k) with company match

Generous PTO policy starting at 18 days per year

Job summary

A prominent insurance brokerage firm is seeking a Client Relationship Manager - Retirement Services in the EST timezone. This role involves comprehensive relationship management for the firm's Retirement Plan Advisors, with responsibilities including ERISA compliance, client support, and document preparation. The ideal candidate will have experience with 401(k) plans and strong communication skills. The position offers a remote work opportunity along with a range of benefits including health plans and generous PTO.

Qualifications

• 2-5 years of experience with retirement plans, particularly 401(k) plans, in a client-facing, compliance or administrative role.
• Experience supporting advisors and/or clients in financial services.
• Strong interpersonal, written, and verbal communication skills.

Responsibilities

• Provide comprehensive relationship management support to Retirement Plan Advisors.
• Research and analyze complex ERISA-related issues for advisors and clients.
• Support onboarding of new retirement plan clients.

Skills

Interpersonal skills

Communication skills

Attention to detail

CRM proficiency

Education

Bachelor’s degree in Business, Finance, Accounting, or related field

Tools

Salesforce

Microsoft Office Suite

Job description

A prominent insurance brokerage firm is seeking a Client Relationship Manager - Retirement Services in the EST timezone. This role involves comprehensive relationship management for the firm's Retirement Plan Advisors, with responsibilities including ERISA compliance, client support, and document preparation. The ideal candidate will have experience with 401(k) plans and strong communication skills. The position offers a remote work opportunity along with a range of benefits including health plans and generous PTO.