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Client Relationship Manager

Stones River Consulting

in Remote / TN

Logo for Stones River Consulting

Due to our continued growth, we are currently seeking an experienced Client Relationship Manager with hands-on experience in defined contribution documentation, administration and compliance services.  The ideal candidate should have 1-2 years experience in all aspects of defined contribution. This position will be responsible for providing reconciliation and compliance support for multiple 401(k) plans, interfacing with multiple investment companies, and creation of annual reports.

Client Relationship Managers play a vital role in the overall success for our clients and their employees. Our entrepreneurial environment provides excellent opportunity for systems improvement to positively impact our clients and their employees directly.

Responsibilities

  • Provide outstanding customer service to clients
  • Develop and maintain accurate files
  • Interface and download sensitive data from various investment companies
  • Reconcile data provided by clients to the data provided by investment companies
  • Analyze, interpret, and report findings to the appropriate plan consultants and clients

Qualifications

  • Ability to work independently and prioritize workflow to meet deadlines
  • Affective decision making under pressure
  • 1-2 years’ experience in Defined Contribution administration preferably in administration
  • Good written/oral communication skills
  • Good customer service skills, ability to effectively communicate with clients via phone or email
  • Experience with document interpretation and technical problem resolution
  • Proficient in Microsoft Office, especially Word and Excel (FT Williams a definite plus)
  • Experience with unbundled record keepers such as: Principal, John Hancock, American Funds, Empower, Voya, and CUNA
  • Professional designations (ASPPA, NIPA) a definite plus, but not required.

We are looking for a utility player. We are not the traditional TPA. We are a laid back, casual, yet fast growing company with an emphasis on providing exceptional client service. We are open to local candidates or remote candidates. We believe that having the right culture self-perpetuates the growth of a company. Our ideal candidate will have the required skill set as well as be a good culture fit.

How to Apply

Please submit your cover letter and resume to Dena Oneal:  Dena@src401k.com


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