Senior Client Relationship Manager, Retirement Services

🕒 May 21

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟠 Senior

💰 Account Manager

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C&N

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1864

🏦 Banking

💸 Finance

Banking • Finance

C&N is a regional bank offering a full range of personal and business financial services across Pennsylvania and New York. The bank provides checking and savings accounts, CDs, mortgages, home equity and personal loans, credit cards, commercial and agricultural lending, merchant services, online and mobile banking, and payment solutions. C&N also offers wealth management, investment and retirement planning, trust and fiduciary services, insurance products, and financial education and community-focused programs.

📋 Description

• Delivering education programs and training to help clients and employees understand and engage with their employer-sponsored retirement plans, including guidance on payroll submission, fund changes, and other plan activities. • Serving as the primary contact for assigned retirement plans, building strong client relationships, ensuring compliance with regulatory requirements, and resolving complex issues related to plan administration and recordkeeping. • Collaborating with clients to review and optimize plan designs, ensure regulatory compliance with IRS and ERISA standards, and assist with plan changes and enhancements. • Conducting comprehensive reviews of retirement plans, analyzing performance, managing compliance testing, overseeing government filings, and advising on employer contribution calculations to ensure accuracy and alignment with client objectives.

🎯 Requirements

• Bachelor’s degree AND one 4-6 years of related experience and/or training with a strong knowledge of ERISA regulations and retirement plan designs OR an equivalent combination of education and experience. • Adherence to Deadlines • Analytical • Attention to detail • Communication (Verbal & Written) • Customer Service • Problem Solving • Regulatory Compliance • Client Relationship Management • Organization

🏖️ Benefits

• Generous vacation, personal, sick, family sick, and community service leave. • 401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP). • Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage. • Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care. • Employer-paid life and disability insurance. • Additional voluntary coverages to meet your unique needs. • Access to education and development programs and ongoing support for personal and professional growth.