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Relationship Manager

The Retirement Plan Company (TRPC)/an ABG firm

in Remote / Pacific WA

Logo for The Retirement Plan Company (TRPC)/an ABG firm

General Description

The Relationship Manager will interact daily with clients, accountants, attorneys, investment advisors and other intermediaries serving as the central point of contact for the assigned portfolio accounts.  The Relationship Manager is responsible to ensure quality client service.  The Relationship Manager is ultimately accountable for the clients’ overall satisfaction with TRPC Services.

Job Responsibilities (Included but not limited to):

  • Be a TRPC expert, understanding how and who provides various services and how these can be utilized to exceed client expectations.
  • Ensure that the clients’ operational and regulatory issues are resolved in a manner that exceeds client expectations.
  • Work as your clients’ liaison in delivering compliance reports and testing results prepared by skilled members of our highly functionalized organization.
  • Build trust and confidence with key personnel both at the client organization, as well as ancillary service providers (CPA, Investment Advisor, etc.).
  • Possess the consulting expertise to guide your clients in complying with plan documents and ERISA regulations and guidelines.
  • Address unique or difficult regulatory and consultative issues and assist client in preparing plan amendments.
  • Research and resolve inquiries from company owners, plan trustees, human resource, payroll personnel, brokers, and investment advisors. 

Experience / Skill Requirements:

  • College degree preferred.
  • Strong organizational and problem-solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast-paced environment.
  • Strong communication skills, both written and verbal.
  • Strong computer literacy, including Excel, Word, and Adobe and a basic to intermediate understanding of Relius Administration & Document systems preferred.
  • Must be able to work both independently and with direction.
  • 5 to 7 years of experience in the retirement plan service area preferred.
  • ASPPA QKA or ERPA designation or approved equivalent preferred.

How to Apply

Please reply to kputnam@trpcweb.com. We look forward to talking with you!


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