Relationship Manager

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🕒 Maio 22

🌽 Illinois, Oklahoma, +2 estados a mais – Remoto

🌽 Illinois – Remote 🌪️ Oklahoma – Remote 🏰 Missouri – Remote 🎸 Tennessee – Remote

💵 $74.726 - $115.000 / ano

⏰ Tempo Integral

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🟠 Sênior

💰 Gerente de Contas

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PARC Street Partners

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 2023

💸 Finanças

🤝 B2B

Finance • Investment Management • B2B

PARC Street Partners é uma empresa de serviços financeiros e gestão de investimentos que se especializa em oferecer soluções de investimento personalizadas para indivíduos e instituições. A empresa se concentra em fornecer alocação estratégica de ativos, gestão de portfólio e serviços de planejamento financeiro para ajudar os clientes a alcançar seus objetivos financeiros.

Descrição

• Responsible for the planning, successful execution and follow through on a diverse range of client activities aimed at promoting mutual growth and profitability. • Maintain the highest level of client trust ensuring client retention. • Carry out innovative and complex projects to their completion associated to client needs and make sound recommendations to ensure EPIC RPS exceeds client expectations. • Assist in resolving escalated client issues. • Solicit feedback from internal and external partners to continually improve EPIC RPS deliverables. • Conduct on-site or virtual client meetings on a regular basis with an emphasis on client growth, satisfaction and retention. • Identify opportunities to generate additional revenue through the introduction of additional EPIC RPS Investment 5 and Administrative services. • Manage communications between all client representative, trade partners, trust system vendors and all levels of internal EPIC RPS staff. • Perform other duties as assigned.

🎯 Requisitos

• Bachelor's degree and five (5) years' related experience or equivalent combination of education and experience • ASPAA Qualified 401(k) Administrator (QKA) or other industry certifications preferred. • Demonstrated knowledge of ERISA requirements. • Experience with administering a broad range of qualified plans. • Excellent oral and written communication skills combined with the ability to effectively present information and respond to inquiries from clients, company management and colleagues. • Ability to read, analyzes, and interprets legislative changes, general business periodicals, professional journals, technical procedures, or governmental regulations. • Ability to create reports, professional business correspondence and procedures. • Ability to work with mathematical concepts such as probability and statistical inference. • Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. • Ability to define problems, collect data, establish facts, and draw conclusions. • Ability to interpret an extensive variety of technical instructions in mathematical or written form and deal with several abstract and concrete variables. • Must have knowledge of advanced Microsoft Office applications.

🏖️ Benefícios

• Generous Paid Time Off : At least 22 days annually, prorated in the year of hire. • Parental Leave : Six weeks of paid leave at 100% of your salary. • Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. • Dental and Vision Coverage : Ensuring your overall health and well-being. • Flexible Spending Accounts : For healthcare and dependent care expenses. • Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage. • Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage. • Voluntary Benefits : Including hospital, accident, and critical illness coverage. • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. • Adoption Assistance : Supporting your growing family. • Tuition Reimbursement : Invest in your education and career growth. • Employee Assistance Program (EAP) : Access to support and resources. • Pet Insurance : For all your furry friends. • Financial and Banking Services : Various banking services benefits and financial planning assistance.