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Client Relationship Manager

Loren D. Stark Company

in Houston TX

Loren D. Stark Company

Job purpose

We are seeking a self-motivated, client centric individual who can work independently.  The Client Relationship Manager (CRM) is a direct report to the Loren D. Stark Company (LDSCO).  The CRM functions as a member of the market leadership team and manages between the Client Associates and Service Support Staff along with the Operations department. 

Our ideal candidate would be an experienced Client Relationship Manager with 5-10 years of 401(K) administration experience and reside in the Houston, TX or surrounding area with ASPPA Qualified 401(K) Administrator (QKA) designation.   

LDSCO has well-defined strategies to meet our goals. However, success cannot be sustainable unless we commit to and work according to our values. First among these is Honesty in all aspects of our conduct. This includes acting with integrity in how we run our business, both with respect to our external dealings with customers, clients and competitors and in our internal dealings with our staff.

Job Description

  • Develop and manger effective primary relationships with plan sponsors and channel relationships through frequent client contact, including but not limited to, on-site visits, proactive phone calls, professional negotiation, responsive communication, and problem resolution.  Work with sponsors and channel relationships to understand their concerns and needs and, as needed act as liaison between home office departments and the customer to initiate plan improvements and resolve issues.  Inform the customer in a timely manner of industry and regulatory changes and explain the impact on the client.  Provide plan design consulting services, 
  • Drive client retention by delivering annual plan review to decision-makers and initiating proactive client contact and meetings,
  • Coordinate the installation of assigned new groups with the plan sponsor and channel relationships.  This may include assisting in the data collection process, managing the new business submission process, delivering documents and agreements, communicating with the plan sponsor and channel relationship, and other activities related to a new plan,
  • Deliver all aspects of the enrollment, re-enrollment, and education process.  Includes pro-actively scheduling, determining content, preparing for, and delivering meetings. 
  • Participate in sales presentations as a relationship manager when requested by sales manager.  Promote new products and services to plan sponsors.
  • Maintain client and advisor relationships with a high client retention rate,
  • Maintain client relationship manager goals and objectives program,
  • Manage and prioritize workload towards weekly goals in a results oriented team environment,
  • Consult with clients regarding plan operation and design,
  • Identify and assist in resolving issues related to plan administration,
  • Management of client contact by phone or in person,
  • Responding and solving client relationship problems with operations,
  • Relationship building and sales and marketing with Financial Advisors (FA), Brokers, Certified Public Accountants (CPAs),
  • Responsible for conducting continued education (CE) and maintaining continued education program,
  • Help employers understand how to facilitate the plan,
  • Help employees understand the benefits of the plan,
  • Identify and develop employer and employee success stories for use in the program promotion,
  • Lead and assist in project work as applicable,
  • Responsible for conducting “Welcome Calls” for new plans,
  • Perform work in accordance within LDSCO’s policies and procedures, 
  • Stay abreast of changes to applicable laws and rules,
  • Responsible for protecting, securing and properly handling all confidential data held by LDSCO to ensure against unauthorized access, improper transmission, and /or unapproved disclosure of information that could result in harm to LDSCO or our clients,
  • Additional duties as assigned.

Qualifications

  • Bachelor's degree in accounting, finance, or business administration,
  • Minimum 5+ years professional experience required – experience in sales, marketing or client services,
  • Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures,
  • Strong customer service and communications skills
  • Prior trend analysis experience,
  • Third Party Administrator (TPA) product knowledge (i.e. 3(16) Admin, 401(K) Cash Balance Plan, 401(K) Deferral Payroll Submission, ADP Tested Plan, Combo DC& DB with or without insurance, Employee Ownership, New Comparability, Owner Only 401(K) & Defined Benefit Plan, Owner Only 401(K) Plan, Safe Harbor Match and Upside Down 401(K) Plan),
  • Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate,
  • Extensive client management experience with a proven history of retention and client satisfaction,
  • Advanced knowledge of the Employee Retirement Income Security Act of 1974 (ERISA) and related regulations,
  • Must have the ability to read and comprehend plan documents,
  • Strong attention to detail and the ability to prioritize, manage tasks and meet deadlines in connection with business operations,
  • The ability to clearly and concisely articulate retirement terminology to clients,
  • Team oriented attitude a willingness to help others achieve,
  • Strong knowledge of English grammar, composition, spelling and punctuation,
  • Excellent computer proficiency and a strong command of the Microsoft suite of products,
  • Advanced customer service skills including appropriate business etiquette in all dealings,
  • Excellent communication skills, including verbal, written, interpersonal and presentation skills,
  • Excellent communication, listening and interpersonal skills, including the ability to quickly build rapport,
  • An organized approach to numerous interactions and action items,
  • Ability to presenting to a range of audiences,
  • Able to work comfortably in a fast paced environment,
  • Self-motivated and ambitious, with capacity to reach and exceed goals,
  • Ability to work independently and in a team structure, 
  • General business acumen,
  • Willingness to take on new duties and responsibilities as requested.

Working conditions

The position is generally performed in a standard office environment. The office is climate controlled and there is little to no exposure to the elements. The standard office hours are 8:00 a.m. to 5:00 p.m. Monday to Thursday and 8:00 a.m. to 2:00 p.m. on Fridays with a few minor variations due to business needs and projects. Moderate travel may be required to conduct due diligence for possible acquisitions.

Physical requirements

The physical demands of the job include sitting for long periods of time, typing, visually reviewing data on a computer screen/monitor, standing, squatting, kneeling, bending, lifting and carrying files, office supplies, boxes of paper and office related items up to 40 lbs.

LDSCO offers a challenging and rewarding work environment supported by a total compensation program that includes:

  • Competitive Base Salary,
  • Full Benefits Package (Medical, Dental, Vision, Life, and Cafeteria Plans),
  • Paid Leave (Vacation, Personal Day, Holidays and Fun Days),
  • Retirement Plan 401K and Safe Harbor Contribution,
  • Personal and Professional Development,
  • Rewards and Recognition Program,
  • Entrepreneurial Culture,
  • Strong Team Environment with Social and Team Building Activities.

LDSCO is an Equal Opportunity Employer.

How to Apply

Candidate may apply using the following Zip Recruiter link:  https://www.ziprecruiter.com/job/fd53ae4b or send resume to jeanv@LDSCO.com


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