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Director, Client Service

LT Trust Company

in Denver CO

LT Trust Company

Responsibilities

  • Lead the Account Service Team (AST) of 10+ employees that provide day to day recordkeeping support to Plan Sponsors and Advisors
  • Implement operational efficiencies to increase the number of plans the AST supports per full time employee
  • Responsible for the overall client relationship experience, including building and maintaining a strong relationship with plan sponsors, advisors, and TPAs
  • Participate in conference calls of escalated issues
  • Utilize existing metrics in place and devise new metrics to continually evaluate the success of the team
  • Train, coach, and mentor all AST members to ensure they are providing clients with the best possible service
  • Analyze, troubleshoot, and problem solve recordkeeping issues
  • Provide quality assurance review of emails and phone calls and consistently provide feedback to the team
  • Assist with responding to incoming e-mail volume and phone calls during high volume periods
  • Serve as the onsite compliance resource to help less experienced team members address the more complex issues.
  • Develop training materials for Advisors, Plan Sponsors, and TPAs to communicate procedures relating to payroll submission, fund changes, loan and distribution processing, compliance testing, etc.

    Provide assistance and website training to Advisors, Plan Sponsors, and TPAs

Qualifications Required

  • Bachelor's degree or an equivalent combination of education and 15 years relevant experience.
  • Minimum of 10 years of 401(k) /defined contribution plan recordkeeping experience
  • Minimum of 5 years management experience
  • Professional certification required or in progress: ASPPA (QKA, QPA), CEBS or NIPA (APA) (APR).
  • Demonstrated experience handling relationships with participants, advisors, Plan Sponsors, or TPAs.
  • Knowledge of ERISA Regulations and the applicable Internal Revenue Code is required
  • SunGard Relius Administration experience preferred
  • Compliance testing and contribution calculation experience required
  • Advanced knowledge of Microsoft Excel and Outlook and basic knowledge of Power Point is required
  • Must have strong written and verbal communication skills
  • Capable to relate the customer needs to other team members and leadership

About LT Trust

LT Trust is a privately held, rapidly growing 401(k) recordkeeping and administration firm headquartered in Denver, Colorado with a satellite office in Metairie, LA. We offer a true open architecture 401(k) platform that gives advisors and plan sponsors the ability to choose the best of breed investments from any fund family.

In response an influx of new business, LT Trust is looking to expand our team by hiring talented individuals that can help grow sales and provide marketing support to our existing clients.  

Benefits

Our employees receive a comprehensive package of benefits. Some of the highlights include:

  • Market competitive salaries
  • Eight paid holidays and 25 PTO days annually
  • Comprehensive medical and dental insurance plans
  • 401(k) plan with 3% Non-Elective Safe Harbor Contribution
  • Business casual dress
  • A fun, hard-working atmosphere
  • Opportunities for career advancement

How to Apply

Email resume to burke.johnson@ltretire.com


This ad has been viewed 736 times. It expires on 11/18/2018.

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