Qualified Relationship Manager

Provides pro-active service and communications to retirement plan clients. This includes providing client support, documentation and record keeping, preparation of plan statements, communication of plan information to client, and assists with the modification and enhancement of plan administration processes, within the limits of established policy.

ESSENTIAL FUNCTIONS .

• Provides support to clients through a number of channels including phone, letters and emails to quickly resolve the request

• Acts in a pro-active manner with assigned clients and advisors to ensure retention as well as inspire client dedication and engagement to develop positive relationships

• Responsible for interpreting plan documents for client plan administration.

• Provides calculations and amounts to plan sponsors, communicates fund actions, consults with clients to answer inquiries, researches and resolves issues, provides legal updates, and ...