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Relationship Manager

Aspire Financial Services LLC

in Tampa FL

Aspire Financial Services LLC

DEPARTMENT:  Service

REPORTS TO:  Director, Service

JOB SUMMARY:

As a member of the PCS Retirement service team, the Relationship Manager position is responsible for the management of an assigned group of client relationships.  Serving as a liaison between the company, advisor, plan sponsor, TPA or any of their affiliates, ensuring the highest quality of client satisfaction while developing the relationship to help the company reach defined client satisfaction and retention goals. The Relationship Manager provides proactive communication to both internal & external clients as well as day-to-day account support, issue resolution, research and analysis.

JOB ACCOUNTABILITY:

  • Serves as the single point of contact in addressing an array of requests from basic to complex, such as plan level changes and reconciliations, from plan sponsors, advisors and TPAs
  • Provides a high level of customer service, builds relationships to ensure retention, and facilitates organic growth
  • Takes ownership and applies critical thinking and problem-solving skills to resolve client-related issues efficiently and effectively and mobilizing internal teams necessary to solve escalated issues
  • Responsible for processing transactions for money movement and trade corrections, providing invoices and payroll file processing assistance, as well as updating fund fact sheets and enrollment guides
  • Facilitates regularly scheduled client calls to discuss outstanding items and provide updates on company initiatives
  • Manages the day to day administration of a portfolio of clients across various product lines and prioritizes their needs
  • Reviews client data periodically for accuracy and adheres to the strictest standards of oversight, ensuring all PII is kept confidential and secure
  • Assists Management in identifying procedures and policies that are outdated or ineffective and provide suggested improvements
  • Demonstrates efficiency and flexibility in performing detailed transactions in a fast-paced work environment with frequent interruptions and changing priorities
  • Assists other areas of the organization with various functions when volume is high and/or staffing levels are low
  • Assists Management to improve department productivity through participation in unit meetings, ongoing training and self-development
  • Conducts themselves professionally and partners with upper Management accordingly
  • Performs other duties and responsibilities as assigned

REQUIRED EXPERIENCE: 

  • 3-5 years of client relationship management experience required, preferably in the retirement industry
  • Bachelors’ degree is preferred but not required
  • QPA, QKA preferred but not required
  • Knowledge of 401k plans and/or 403b, 457 plans, as well as a basic understanding of the full suite of PCS Retirement products and services
  • An understanding of financial industry operations, mutual fund classification, trading and general banking practices
  • Experienced in coordinating and running client meetings in person and virtually

REQUIRED SKILLS:

  • High level of accountability and ownership of assigned relationships
  • Strong organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines
  • Reasoning and problem-solving skills to research and resolve general problems
  • Technical proficiency and highly adaptive to learning and working in multiple systems.
  • Proficiency in using required software applications, including Microsoft Office applications (specifically, Word, Excel, PowerPoint and Outlook - Access is beneficial) necessary for creating documents, analyzing spreadsheets, and managing business correspondence
  • Communication skills and professional demeanor to interact with all levels of management, other associates and counterparts at other firms
  • Work independently and in a team environment as well as support broader initiatives with guidance from a Supervisor
  • Work well under stress created by time deadlines, workflow volume changes and telephone/associate inquiries
  • Learn and understand the various legal documents required by various companies in order to process client requests
  • Learn and apply new information, skills, and processes quickly including the various regulations, back office systems and plan document materials
  • Read and interpret financial statements, perform accurate data entry, 10 keys by touch, and type at least 30 words per minute

ADA REQUIRMENTS (ESSENTIAL FUNCTIONS): 

Physical Requirements (maximum hours per shift are noted):

  • Sitting: 8 hours/day
  • Standing: 1 hour/day
  • Walking: 1 hour/day
  • Reaching: 0 hours/day; 8 ft, higher or lower
  • Use of Telephone: 8 hours/day
  • Working under pressure: 8 hours/day
  • Working rapidly for long periods: 2-3 hours/day
  • Use of keyboard/computer, printer, fax, copier: 8 hours/day

Position requires close work; finger dexterity; good vision, hearing and oral communication.

May occasionally work longer than 8 hours/day.

COGNITIVE OR MENTAL REQUIREMENTS:

The following cognitive or mental requirements are necessary daily:

  • Critical thinking
  • Reading
  • Writing
  • Mathematics
  • Drawing conclusions from financial statements
  • Analyzing data or report information
  • Conducting research
  • Implementing recommendations by coordinating persons and/or other resources
  • Clear verbal articulation

How to Apply

Apply online using this link.


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