Senior Client Relationship Manager, Retirement Services

🕒 vor 17 Tagen

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Vollzeit

🟠 Senior

💰 Account Manager

Jetzt Bewerben

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C&N

WebsiteLinkedInAlle Stellen

201 - 500 Mitarbeiter

Gegründet 1864

🏦 Bankwesen

💸 Finanzen

Banking • Finance

C&N ist eine regionale Bank, die ein vollständiges Spektrum an privaten und geschäftlichen Finanzdienstleistungen in Pennsylvania und New York anbietet. Die Bank bietet Giro- und Sparkonten, CDs, Hypotheken, Hauskapital- und Privatkredite, Kreditkarten, gewerbliche und landwirtschaftliche Darlehen, Händlerdienste, Online- und Mobile-Banking sowie Zahlungslösungen. C&N bietet auch Vermögensverwaltung, Anlage- und Ruhestandsplanung, Treuhand- und Treuhänderdienste, Versicherungsprodukte sowie Finanzbildung und gemeindenahe Programme an.

Beschreibung

• 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.

🎯 Anforderungen

• 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

🏖️ Vorteile

• 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.