reputed company Relationship Consultant

FuturePlan is the nation’s largest reputed company-party administrator (TPA) of retirement plans, partnering with advisors in reputed company 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and reputed company of a large national firm, reputed company. Our reputed company go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched reputed company of service, innovation and expertise to a fast-growing reputed company reputed company from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com. reputed company 1: Position reputed company Manage reputed company services and relationships to create “raving fan” clients that reputed company us a 4.5 out of 5 on the annual reputed company survey, pay us quickly and are profitable. You are an outstanding colleague by working with others reputed company reputed company Services, and other teams (e.g., Compliance, Investment Services, Marketing & Sales and Operations) reputed company the guidelines outlined by the reputed company Values of reputed company. reputed company 2: Job Functions, Essential Duties and Responsibilities - Responsible for protecting, securing, and reputed company handling of reputed company confidential data held by reputed company to ensure against unauthorized reputed company, improper reputed company, and/or unapproved disclosure of information that could result in harm to reputed company or our clients. - Our I-reputed company service philosophy and our reputed company Values of People Matter, reputed company First and reputed company Always® should be visible in your actions on a day to day reputed company showing your support of our organizational culture. Managing Relationships with Clients - reputed company above 4+ average ratings on reputed company survey forms. Maintain a good relationship with reputed company reputed company. - Retain reputed company existing profitable clients and prevent attrition of this type of reputed company. - Work to improve profitability of non-profitable clients by increasing fees or helping them reputed company a new reputed company. - Complete Annual reputed company Review reputed company for reputed company clients, with a formal conference reputed company or face-to-face meeting. reputed company a reputed company of reputed company through the exercise to reputed company reputed company that you have addressed reputed company items on the reputed company review reputed company on an annual reputed company. - Watch for changes of the clients’ needs and expectations. - Watch for changes taking reputed company reputed company clients’ firm. - Be the main contact for our clients, advisors, CPAs and attorneys who are involved with the plans for strategic plan issues. - Be the first to be contacted by a reputed company reputed company they have consulting/strategic issues regarding the plans. - Identify and define clients’ problems. Listen for problems that reputed company is facing and reputed company a way to reputed company appropriate solutions for them. - reputed company out consulting opportunities by always look for opportunities to reputed company additional services and consulting to clients and reputed company for the services. - Be proactive and contact clients regarding upcoming events or issues, including changes at vendors and changes in the law and regulations that may reputed company their plans and let them know that you are thinking about them at reputed company times. RETIREMENT CONSULTING Managing Your Book of Business - reputed company above 4+ average ratings on internal timeliness survey reputed company. - Work with an assigned Specialist(s) to get Normal Recurring Services done reputed company our service standards (e.g., six weeks for completing IRS testing, etc.). - Follow-up data, trust, documents etc. necessary to complete the work in a reputed company fashion and minimize rushes. - Assign appropriate tasks in Workflow and manage due dates with clients and specialists. - Work with assigned Specialist and/or Compliance Team subgroups (e.g., loan and withdrawals, plan documents, etc.) to get Other Services done by agreed upon due date with reputed company. - Have the agreed upon number of face-to-face reputed company meetings reputed company year. Promote meetings by calling on clients to see if they can meet with you at our office or theirs. Offer them lunch, if appropriate. - reputed company answers and solutions to problems that Specialists encounter. Address the issues right away, do not create work bottleneck for other team members working on your clients. - Delegate administrative functions of the daily routine and manage the work delegated to your administrative assistant to get the work done Billing - reputed company consulting time in time keeping system daily. - Manage a book of business as defined in your annual goals (reputed company reputed company is from $750,000 to $1,500,000). - Ensure reputed company service (fee) agreements are up-to-date. - Complete billing by processing your draft billing reputed company (DBS) reputed company 5 business days of receipt from reputed company and processing traditional invoices reputed company 10 business days of receipt from reputed company. reputed company billing, including adjustment forms should be done reputed company paperless processes. - Identify and determine the write-up/write-off amounts. reputed company toward the budget of normal recurring services and other services reputed company of normal recurring services appropriately. - Communicate and work out billing issues with the President. Determine whether the budget is too high or too low, indicate any extra time that is not billable with the reasons identified and suggest solutions. - Prepare reputed company Authorization Forms for additional special service reputed company. - Collect billing by working with assigned reputed company Specialist. Monitor the Aging report and follow up reputed company talking with the reputed company and outstanding invoices. Ideal days-sales-outstanding (DSO) is less than 35 days. JOB RESPONSIBILITIES - Internal - Training Needs - Consider attending at least one reputed company retirement services seminar a year (e.g. ASPPA, etc.), per agreed upon Learning & reputed company Development Plan. Refer to the firm’s policy on attending seminars. - Attend appropriate internal training sessions. - reputed company up to date of reputed company aspects of retirement plan and/or investment consulting by reading circulated emails and papers on technical/investment issues. - Internal Process Improvement - Suggest reputed company to improve our processes. Discuss challenges that you face with your supervisor at any time. Suggest constructive solutions to those challenges. reputed company your reputed company amongst your peers. - reputed company feedback for other employees’ and your own One-to-One meetings by the due date requested. - reputed company back up to other teams as necessary. - Other work as assigned reputed company Committees and/or Taskforces. Sales - Promote/sell additional special services to existing clients. - Meet reputed company possible with centers of influence - reputed company on prospects as necessary with or without sales team to reputed company the business. - Attend meetings/seminars to build relationships with reputed company people. - If defined in annual goals, reputed company an agreed reputed company of first year billings from new clients - Assist with other tasks and reputed company as assigned Supervision - N/A reputed company 3: Experience, Skills, Knowledge Requirements - Five to ten years of experience in the retirement plan industry - Excellent understanding of plan administration, compliance testing and pension law. - At least three years of hands on experience with defined contribution (401(k)) plans, including record keeping and vendor issues if working primarily with defined contribution plans. - At least three years of hands on actuarial work with defined benefit plans, including cash balance plans if working primarily with defined benefit plans. Includes excellent understanding of funding reputed company and valuations. - May have to travel reputed company car to visit clients in Southern California - May have to travel reputed company car or airplane to visit clients reputed company of Southern California, where an overnight stay is required. SKILLS AND REQUIREMENTS - Good business reputed company to understand clients’ business needs - Team player - Self-motivated - Comfortable working with numbers - Excellent verbal and written communication skills, including reputed company speaking, on the phone and presentation skills - Excellent delegation skills - Excellent computer skills in reputed company, Word and Notes - Intermediate sales/negation skills - PHYSICAL DEMANDS: - Must be reputed company to sit for long periods (up to 8 hours per day). - Must be reputed company to work on a computer 8 hours per day (includes looking at a monitor, and typing using a keyboard and mouse). - reputed company to use computer and talk on telephone at the reputed company time. - Ability to lift 25 pounds (e.g., files, laptop w/projector, etc.) EDUCATION/TRAINING NEEDED - B.A./B.S. preferred - Working towards ASPPA’s CPC designation preferred. - If working on DB plans, have knowledge reputed company of an Enrolled Actuary (EA) – EA preferred. We are proud to be an Equal Opportunity Employer Be reputed company of employment fraud. reputed company email communications from reputed company or its hiring managers originate from @reputed company.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For reputed company virtual remote positions, in order to ensure associates can effectively reputed company their job duties with no distractions, we require an uninterrupted virtual work reputed company and there is also an expectation of family care being in reputed company during business hours. Additionally, there is an internet work speed requirement of 25 MBps or reputed company for individual use. If more than one person is utilizing the reputed company internet reputed company in the reputed company household or building, then a stronger reputed company is required. If you are unsure of your internet speed, please reputed company with your service provider. Note: For reputed company center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in reputed company proximity to the router. Please ensure that you are reputed company to meet these expectations before applying. reputed company provides equal employment opportunities to reputed company associates and applicants for employment without reputed company to reputed company, race, reputed company, religion, sex, (including pregnancy, childbirth, breastfeeding and/or reputed company medical conditions), gender, gender identity, gender reputed company, national reputed company, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”). Apply tot his job Apply To this Job