What are the responsibilities and job description for the Client Relationship Manager position at The Retirement Advantage, Inc. (TRA)?
Description
Job Description:
Serve as the primary Client Relationship Manager for a segment of qualified retirement plans. Partner with other TRA departments and external plan advisors to satisfy the needs of our plan sponsors with the primary goal of building lasting, value driven, client relationships by providing an exceptional customer service experience
Responsibilities
Required Experience:
Job Description:
Serve as the primary Client Relationship Manager for a segment of qualified retirement plans. Partner with other TRA departments and external plan advisors to satisfy the needs of our plan sponsors with the primary goal of building lasting, value driven, client relationships by providing an exceptional customer service experience
Responsibilities
- Promote client retention and identify opportunities to build existing relationships through exceptional customer service
- Proactively communicate with plan sponsors and/or plan advisors to discuss annual compliance requirements, including all testing and government reporting. Educating on action items and providing solutions when operational failures occur
- Consult with plan sponsors and advisors regarding plan design issues. Interpret and explain plan provisions in a manner that is clear to the plan sponsor and advisor. Recommend alternative plan design provisions to accomplish the plan sponsors goals and ensures the plan sponsor is notified of final resolutions in a timely manner
- Reinforce TRAs value for cost by providing one call problem resolution through expert consultative advice
- Manage dashboards and worktrays to ensure the desired TRA customer service experience is continuously portrayed
- Actively engage in strategized proactive outbound calling campaigns
- Conduct plan reviews to reinforce our commitment to educating the plan sponsor toward better understanding their plan
- Coordinate research for uncommon or complex administrative or consultative topics and deliver findings to plan sponsors
- Maintain awareness of laws, regulations, internal policies and procedures for this position
- Offer recommendations for improvement in processes and procedures
- Serve as Subject Matter Advisor (SMA) and Plan Provider Advisor (PPA)
- Outstanding TRA Corporate Citizen dedicated to maintaining TRAs reputation at all times in the communities we touch
- Perform other job related duties and special projects as assigned
Required Experience:
- College Degree preferred
- Minimum of 5 years of retirement industry experience
- Exceptional customer service skills
- 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
- In-depth knowledge of qualified retirement plan/regulatory requirements (IRS, DOL, ERISA, etc)
- Must be mature and dependable
- Strong knowledge of PC applications, primarily the Microsoft Office Suite
- Must be able to work both independently and with direction
- ASPPA QKA or ERPA designation or approved equivalent preferred