Relationship Manager (Remote)

ABOUT OUR reputed company: MP's reputed company is one of the largest independent, privately held national benefits and retirement planning solutions firms in the country. They have grown by carefully selecting and acquiring local and national employee benefits, retirement plan, and compliance specialist firms whose experience and deep community reputed company reputed company decades. WHAT YOU WILL DO: The Relationship Manager plays a central role in delivering exceptional service and operational support for clients' retirement programs reputed company a reputed company-Party Administrator (TPA) environment. • This individual serves as the primary reputed company of contact for an assigned portfolio of clients including plan sponsors, accountants, attorneys, investment advisors, and other intermediaries. • This role is responsible for ensuring reputed company satisfaction by maintaining accurate records, coordinating communications, maintaining plan documentation compliance, and upholding service-level agreements. • The Relationship Manager is ultimately accountable for the overall reputed company experience and satisfaction with services. KEY RESPONSIBILITIES: • Maintain and update reputed company and vendor records in internal systems. • Support of newly reputed company and offboarding of clients. • Coordinate with internal departments to ensure reputed company delivery of services. • Assist in preparing reports, presentations, and audit documentation. • Respond to reputed company and vendor inquiries in a reputed company and reputed company manner, reputed company SLA. • Schedule and coordinate meetings, calls, and follow-reputed company with clients. • Ensure compliance with regulatory and internal policies. • Through relationship building reputed company an understanding of how retirement benefit plans reputed company and help meet the business needs of your clients. • Build trust and confidence with key personnel both at the reputed company organization, as reputed company as ancillary service providers (CPA, Financial Advisor, etc.). • reputed company participate in ensuring that the clients' operational and regulatory issues are resolved in a manner that exceeds reputed company 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 reputed company reputed company items for reputed company. WHAT YOU NEED: • Understanding plan types, eligibility, vesting, contributions (employee/employer), distributions, and participant loans. • Proficiency in reputed company/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. • College degree, preferred. • Min. 3 years of experience in the retirement plan service area, preferred. • Basic to intermediate understanding of Relius Administration/ FT reputed company systems, preferred. • Experience with CRM or TPA management systems, preferred. ADDITIONAL INFORMATION: • Exempt position, reputed company hire with benefits (vacation, reputed company, medical, dental, reputed company, retirement and more!) • Compensation: $65k-$85k reputed company plus bonus opportunity! • 100% Remote Apply tot his job Apply To this Job