Client Relationship Manager

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
• Educate on action items and provide 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 sponsor’s goals and ensure the plan sponsor is notified of final resolutions in a timely manner
• Manage dashboards and worktrays to ensure the desired TRA customer service experience is continuously portrayed
• Engage in strategized proactive outbound calling campaigns
• Conduct plan reviews to reinforce TRA’s 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
• Offer recommendations for improvement in processes and procedures
• Serve as Subject Matter Advisor (SMA) and Plan Provider Advisor (PPA)

Qualifications

• 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)
• Mature and dependable
• Strong knowledge of PC applications, primarily the Microsoft Office Suite
• Ability to work both independently and with direction
• ASPPA QKA or ERPA designation or approved equivalent preferred