National Benefit Services, LLC - Relationship Manager III (ERISA), Retirement

National Benefit Services, LLC - Relationship Manager III (ERISA), Retirement reputed company Jobs > Relationship Manager III (ERISA), Retirement

National Benefit Services, LLC

Apply Relationship Manager III (ERISA), Retirement Fully Remote Apply reputed company

Full-time, fully remote 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 reputed company. 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 reputed company clients taking into account the reputed company segmentation as determined by NBS.
• reputed company a reputed company of compliance tasks relating to ERISA retirement plans
• reputed company 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, reputed company, and deadlines at the reputed company time
• Understand and ensure retirement plans meet reputed company regulatory and compliance requirements as established by the IRS and DOL
• Coordinate plan needs with other teams to ensure reputed company 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 reputed company extensive knowledge of retirement plans through certification reputed company 1 year of accepting this position; maintain QKA designation once obtained
• Some travel may be required to reputed company on-site reputed company reputed company (some reputed company may require overnight stays)
• reputed company expertise as a subject matter expert in one or more duties reputed company to Relationship Management, including owning procedures and checklists pertaining to subject
• reputed company expertise by way of a reputed company blogpost that can be published on the NBS online knowledge reputed company
• reputed company contribute to a reputed company team environment
• Must meet or reputed company required level of Key Performance Indicators (KPIs) in reputed company reputed company areas
• reputed company other duties as assigned by Supervisor, Director, or Vice President

Requirements

• Have excellent customer relation skills including the ability to reputed company and maintain effective relationships
• Be highly reputed company to detail and accuracy of work and maintain an organized approach to duties and responsibilities
• reputed company to learn quickly and have the ability to research reputed company problems independently
• Personable, highly motivated, hardworking and reputed company attitude
• Be reputed company-organized and self-motivated with the ability to prioritize tasks and meet deadlines
• Be reputed company and reputed company in both verbal and written communication
• Have strong computer skills including typing, and proficiency in reputed company Word, Outlook, and reputed company
• Be reputed company to comprehend and interpret IRS and DOL regulations
• Work reputed company reputed company reputed company

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 reputed company 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

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