Responsible for retirement plan asset retention and client satisfaction for assigned clients with 401(k) plans, DB or MEP plans. Handles relationship management through required client visits and proactive phone contact. Represents the company in retention situations and new sales, including formal presentations for the purpose of maintaining, retaining, and gathering retirement program assets to drive profitability and help participants achieve retirement readiness.
Requirements
- Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers.
- Bring consultative elements to relationships with the goal of enhancing client, advisor and TPA loyalty.
- Serve as the escalation point for resolution of non-routine issues related to service, including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution.
- Consult with clients and brokers on qualified plan design issues.
- Interpret and explain plan provisions to accomplish client goals.
- Adhere to process and documentation standards to minimize operational risk and loss.
- Drive cross sell opportunities to enhance individual client and enterprise profitability.
- Consult with clients and advisors on plan enhancements or upgrades including conversion of older investment contracts to newer products.
- Keep clients and advisors apprised of product and service enhancements, including changes in investment options.
- Train clients on company processes, procedures and resources, including all systems/technology for participants and plan sponsors.
- Consult with clients on plan termination issues.
- Consult on participant communications strategy and options with clients and advisors.
- Schedule workshops and facilitate fulfillment of enrollment materials.
- Report back to clients and advisors on success of strategies and programs.
- Consult with clients and advisors on plan options in advance or following a corporate action, such as a company merger or acquisition.
- Assist the Sales team with finals presentations, acting as the subject matter expert on topics such as the company service model, installation process, ongoing administration, plan design, communications programs and procedures
- Contribute to and participate in department and organization-wide projects designed to enhance service, improve internal training, and improve client satisfaction and retention.
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Health and Work/Life Balance Benefits
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- College Coach Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
- Inclusion & Diversity
