Senior Client Manager, Retirement Plans & Compliance

ООО «ХАГЕМАЕР ГРУПП»; San Diego (CA); On-site; USD 65,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401K and retirement programs

Employee assistance programs

Job summary

MMA West in San Diego seeks a Client Manager to serve as the initial contact for clients and carriers, reviewing retirement plan documents and ensuring timely delivery. You will guide plan implementations and support annual testing and 5500 filings.

The role requires a 3-5 year track record in corporate retirement plan service, a bachelor’s degree, and relevant FINRA designations. California life/disability licensing is required or to be obtained.

Qualifications

• 3-5 years of experience providing corporate retirement plan service
• Bachelor degree strongly preferred plus financial/benefits industry designation
• FINRA Series 63 & 7 required; Series 65/66 preferred or willingness to achieve within 12 months
• AIF designation or willingness to achieve within 12 months
• Strong communication skills and ability to explain technical matters clearly
• Life and Disability License in California or ability to obtain and maintain

Responsibilities

• Act as initial point of contact for Clients, Carriers and others on the Client Service Team
• Review contracts, plan documents, SPD and other documents for accuracy and timely delivery
• Assist to ensure client compliance with annual plan testing and 5500 filing procedures
• Work with carrier reps and Client Service Teams to implement retirement plans
• Maintain effective relationships with carriers, clients and Client Service Teams
• Present financial measures used to predict plan costs and premiums to Client Service or Sales Executives
• Participate in prospect and renewal meetings to understand client needs and challenges
• Conduct employee enrollment meetings and respond to client questions

Skills

Financial analysis

Communication

Office software

Regulatory knowledge

Relationship management

Education

Bachelor's degree

FINRA Series 63/7

Series 65/66 preferred

AIF designation

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

MMA West in San Diego seeks a Client Manager to serve as the initial contact for clients and carriers, reviewing retirement plan documents and ensuring timely delivery. You will guide plan implementations and support annual testing and 5500 filings.

The role requires a 3-5 year track record in corporate retirement plan service, a bachelor’s degree, and relevant FINRA designations. California life/disability licensing is required or to be obtained.