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Trinity Pension Consultants · 11 hours ago

Relationship Manager \- DC Focus

Akron, Ohio, United States

Full-time

Onsite

Entry, Mid Level

2+ years exp

Trinity Pension Consultants is a leading regional, independent Third-Party Administration firm located in Akron, Ohio. They are seeking a Relationship Manager to build and foster relationships with retirement plan sponsors and financial professionals while ensuring effective administration and compliance solutions for employer-sponsored retirement plans.

FinanceFinancial Services

No H1B

Responsibilities

Log all email, phone, and meeting activities

Follow up on items necessary to complete annual administration and compliance testing

Participate and assist with onboarding new clients

Effective dashboard management

Collaborate with other departments, including partnering with sales regarding internal sales opportunities

Answer emails with calls

Follow and enforce service standards

Explain, in a clear manner, to Plan Sponsors and Financial Advisors the various aspects of administration and compliance

Proactively communicate with Financial Advisors, CPAs, and Plan Sponsors

Conduct face-to-face meetings with Plan Sponsors and their associated Financial Advisor

Anticipate client questions and problems and work toward solutions that are technically clear and accurate

Be able to read, understand and interpret client reports

Communicate complex pension concepts in a simple manner

Scrub book of business for internal sales opportunities and collaborate with Sales

Manage Client expectations relative to Trinity Service Standards

Stay abreast of industry trends, market, and competitors

Qualification

Client Relationship ManagementRetirement Plans ExpertiseCommunication SkillsTechnical KnowledgeMS Office ProficiencyListening SkillsTime ManagementOrganizational SkillsAdaptabilityTrustworthiness

Required

2+ years of Client Relationship Management experience with qualified retirement plans

Experience in building and maintaining client relationships

Excellent verbal and written communication and listening skills

Proficient computer / software skills, including MS Office (Word, Excel, Outlook)

Discipline and drive to stay focused and motivated with limited supervision

Effective time management and organization capabilities with a focus on delivering superb client experience

QKA required or willing to attain within 4 months of employment; maintain ASPPA Membership and pursue additional designations

Dedication to keeping the business is a must!

Ability to manage office functions efficiently, organize work, establish priorities, and maintain good interpersonal relations

Be able to learn, apply and explain new technical knowledge in a simplified manner

Possess outstanding communication and computer/software skills, and demonstrate trustworthiness, adaptability, and responsiveness

Challenger: You dig into Plan Sponsor responses with more questions to get to the actual why. You're not afraid to re-frame the way Plan Sponsors and Financial Advisors think with a consultative approach

Listener: You listen to every word a Financial Advisor and Plan Sponsor tells you, knowing you can later use this information to proactively provide consultative solutions that meet their goals and objectives

Strong Communicator: You take key findings from the Financial Advisor and Plan Sponsor interactions and communicate it back to the Trinity Pension Consultants team to improve strategy, systems, and processes

Possess a relentless pursuit to be successful