Relationship Manager

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🕒 May 22

🌽 Illinois, Oklahoma, +2 more states – Remote

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

💵 $74.7k - $115k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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PARC Street Partners

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2023

💸 Finance

🤝 B2B

Finance • Investment Management • B2B

PARC Street Partners is a financial services and investment management firm that specializes in providing tailored investment solutions to individuals and institutions. The firm focuses on delivering strategic asset allocation, portfolio management, and financial planning services to help clients achieve their financial goals.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.