Relationship Manager jobs in United States
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MP: Wired for HR ยท 14 hours ago

Relationship Manager

MP: Wired for HR is a leading provider of retirement plan services, proudly serving clients nationwide since 1992. The Relationship Manager will build and maintain client rapport, ensuring a positive client experience while serving as the central point of contact for retirement plan compliance guidance.

Cloud Data ServicesHuman ResourcesSoftware
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Growth Opportunities

Responsibilities

Understand how and who provides various services and how these can be utilized to exceed client expectations
Actively participant to ensure that the clients' operational and regulatory issues are resolved in a manner that exceeds client expectations
Work as your clients' liaison in delivering compliance reports and testing results prepared by skilled members of our highly functionalized organization
Build trust and confidence with key personnel both at the client organization, as well as ancillary service providers (CPA, Investment Advisor, etc.)
Address unique or difficult regulatory and consultative issues and assist client in preparing plan amendments
Through relationship building, develop an understanding of how retirement plans impact and help meet the business needs of your clients
Provide insight to management regarding trends in client expectations and how those can be met

Qualification

Retirement plan servicesClient relationship managementMS ExcelRelius AdministrationASPPA QKA designationCommunication skillsProblem-solving skills

Required

5 years of experience in the retirement plan service area
Proficient in MS Excel, MS Word, and Adobe
Basic to intermediate understanding of Relius Administration & Document systems
Experience with third party administration
Experience with defined benefit contributions

Preferred

College degree
ASPPA QKA or ERPA designation or approved equivalent

Benefits

Bonus: 10% of salary annual bonus target based on company and team performance
Full benefits including medical, dental, vision, PTO, retirement and more!

Company

MP: Wired for HR

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MP: Wired for HR combines proven Human Capital Management (HCM) software with expert-driven HR services, professional talent acquisition, and white-glove support to help small and mid-sized companies optimize their HR function.

Funding

Current Stage
Growth Stage

Leadership Team

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Jason Maxwell
Founder & CEO
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Steve Johnson
Chief Financial Officer
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Company data provided by crunchbase