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Relationship Manager

EPIC RPS

(Norwich NY / MO)

The Relationship Manager (RM) is responsible for the planning, successful execution and follow through on a diverse range of client activities aimed at promoting mutual growth and profitability. The Relationship Manager will maintain the highest level of client trust ensuring client retention. Carry out innovative and complex projects to their completion associated to client needs and make sound recommendations to ensure EPIC RPS exceeds client expectations.

Education and Experience:

• Bachelor's degree and five (5) years' related experience or equivalent combination of education and experience
• ASPPA Qualified 401(k) Administrator (QKA) or other industry certifications preferred.
• Demonstrated knowledge of ERISA requirements, have experience with administering a broad range of qualified plans
• Driver's License required

Tasks Performed:

• Assist in resolving escalated client issues. Solicit feedback from internal and external partners to continually improve EPIC RPS deliverables; such as the client service experience, online tools, the conversion process, plan document management, the quarterly statement process, the year-end compliance testing and 5500's.
• Conduct on-site or virtual client meetings on a regular basis with an emphasis on client growth, satisfaction and retention.
• Identify opportunities to generate additional revenue through the introduction of additional EPIC RPS Investment 5 and Administrative services.
• Manage communications between all client representative, trade partners, trust system vendors and all levels of internal EPIC RPS staff.

How to Apply

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