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Relationship Manager, Retirement

National Benefit Services, LLC

in Remote / West Jordan UT

Job Description

Full-time position in retirement benefits administration, regularly working 8 AM to 5 PM, Monday through Friday with 40 + hour work week. Wonderful working environment with opportunity for growth.  This position is full-time, salaried, and exempt.

Duties

• Build and maintain strong, long-lasting customer relationships by providing support to a group of retirement plans through knowledge, expertise and customer care to all clients taking into account the client segmentation as determined by NBS.
• Oversee a variety of compliance tasks relating to ERISA retirement plans
• Develop and promote plan sponsor, advisor, and investment provider relationships
• Coordinate needs of investment providers, plan sponsors, participants, and advisors. Consult with plan sponsors or advisors concerning regulatory, operational, and service aspects of retirement plans
• Manage multiple tasks, projects, and deadlines at the same time
• Understand and ensure retirement plans meet all regulatory and compliance requirements as established by the IRS and DOL
• Coordinate plan needs with other teams to ensure  timely and accurate completion and responses
• Coordinate support for plan sponsors during IRS audits or DOL investigations
• Monitor ERISA plan documents for adherence to applicable rules and regulations
• Attend and facilitate team, department, and company trainings
• Must gain extensive knowledge of retirement plans through certification within 1 year of accepting this position; maintain QKA designation once obtained
• Some travel may be required, possibly overnight
• Actively contribute to a positive team environment
• Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
• Perform other duties as assigned by Supervisor or Vice President

Qualifications

• Have excellent customer relation skills including the ability to develop and maintain effective relationships
• Be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities
• Able to learn quickly and have the ability to research complex problems independently
• Personable, highly motivated, hardworking and positive attitude
• Be well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
• Be professional and articulate in both verbal and written communication
• Have strong computer skills including typing, and proficiency in Microsoft Word, Outlook, and Excel
• Be able to comprehend and interpret IRS and DOL regulations
• Work well within a team

Education and Experience – Bachelor’s degree or work equivalent required.  1 year retirement plan administration experience is required.

Physical Requirements – This position requires the employee to be seated the majority of the work time.

Note: The statements herein are intended to describe the general nature and level of work for the designated position.  The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified.  Also, they do not establish a contract for employment, do not eliminate your “at-will” status in anyway, and are subject to change at the discretion of National Benefit Services, LLC.

Regular Business hours are Monday - Friday from 8:00 am to 5:00 pm.  Salaried employees are expected to be available during regular business hours.

How to Apply

Please apply on company job board using the "Apply Now" link below, and complete the prehire assessment that will be emailed following submission of application.

Apply Now

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