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Non-ERISA Relationship Manager, Retirement Department

Company: National Benefit Services, LLC
Location: West Jordan
Posted on: June 10, 2021

Job Description:

Job Description

Full-time position in retirement benefits administration, regularly working 8 AM to 5 PM, Monday through Friday. Wonderful working environment with opportunity for growth. This position is full time, hourly, and nonexempt.


* Build and maintain strong, long-lasting customer relationships * Develop a trusted advisor relationship with key customer stakeholders and executive sponsors * Proactively assess, clarify, and validate customer needs on an ongoing basis * Manage a group of retirement plans and provide knowledge, expertise and customer care to all clients * Manage plan sponsor, advisor, and investment provider relationships * Interact with investment providers, client employers, plan sponsors, participants, and advisors * Manage multiple tasks, projects, and deadlines at the same time * Understand and ensure retirement plans meet all regulatory and compliance requirements as established by the IRS and DOL * Consult with plan sponsors or advisors concerning regulatory, operational, and service aspects of retirement plans * Provide support for plan sponsors during IRS audits * Monitor benefit plan documents for adherence to applicable rules and regulations * Attend and facilitate department and company trainings * Gain extensive knowledge of retirement plans through RPF modules and TGPC 1 certification within 1 year of hire date * Must meet or exceed required level of key performance indicators (KPIs) in all measured areas * Perform other duties as assigned by supervisor or vice president


* Have excellent customer relation skills and the ability to foster and maintain effective relationships * Be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities * Able to learn quickly and have the ability to research complex problems independently * Be well-organized and self-motivated with the ability to prioritize tasks and meet deadlines * Be professional and articulate in both verbal and written communication * Have strong computer skills including typing, proficiency in Microsoft Word, Outlook, and Excel * Able to comprehend and interpret IRS and DOL regulations * Able to work well within a team

Education and Experience Bachelor's degree or equivalent experience preferred. 403(b), 457(b) or 401(k) plan experience is preferred.

Physical Requirements This position requires the employee to be seated the majority 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.

Keywords: National Benefit Services, LLC, West Jordan , Non-ERISA Relationship Manager, Retirement Department, Other , West Jordan, Utah

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