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Daybright Financial · 1 day ago

Relationship Manager

United States

Full-time

Remote

Mid, Senior Level

5+ years exp

Daybright Financial is a Third-Party Administrator focused on delivering exceptional service for clients' retirement programs. The Relationship Manager serves as the primary point of contact for clients, ensuring satisfaction through accurate record maintenance, compliance, and effective communication.

Financial ServicesInsuranceRetirement

Responsibilities

Maintain and update client and vendor records in internal systems

Support of newly onboarded and offboarding of clients

Coordinate with internal departments to ensure timely delivery of services

Assist in preparing reports, presentations, and audit documentation

Respond to client and vendor inquiries in a professional and timely manner, within SLA

Interpret and apply plan documents accurately

Communicate directly with plan sponsors, financial advisors, and recordkeepers

Schedule and coordinate meetings, calls, and follow-ups with clients

Ensure compliance with regulatory and internal policies

Through relationship building develop an understanding of how the retirement benefit plan impacts and helps to meet the business needs of your client

Build trust and confidence with key personnel both at the client organization, as well as ancillary service providers (CPA, Financial Advisor, etc.)

Actively participate in ensuring that the clients’ operational and regulatory issues are resolved in a manner that exceeds client expectations

Review annual plan compliance and administrative reports for overall accuracy

Deliver summarized plan year end work with effective communication of annual test results and open action items for client

Be a Daybright expert –understanding how and who provides various services and how these can be utilized to exceed client expectations

Provide insight to management regarding trends in client expectations and how those can be met by Daybright

Qualification

Retirement plan service experienceADP/ACP testing proficiencyERISADOL regulationsRecordkeeping platforms proficiencyCRMTPA management systemsMicrosoft Office SuiteDependabilityUnderstanding plan typesRelius Administration understandingIndian Tribal Retirement PlansASPPA designationsOrganizational skillsCommunication skillsProblem-solving skillsConfidential information handling

Required

College degree preferred

5-7 Years of experience in the retirement plan service area preferred

Understanding plan types, eligibility, vesting, contributions (employee/employer), distributions, and participant loans

Proficiency in ADP/ACP testing, coverage testing, identifying highly compensated and key employees, top-heavy rules, and government reporting

Familiarity with ERISA requirements, IRS and DOL regulations, and fiduciary responsibilities

Technology proficiency, especially with recordkeeping platforms and compliance tools

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

Must be dependable

Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

Ability to handle confidential information with discretion