Senior Client Relationship Manager, Retirement Services

🕒 il y a 28 jours

🔔 Pennsylvania – Distant

🔔 Pennsylvania – Remote

⏰ Temps Plein

🟠 Senior

💰 Responsable de comptes

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C&N

Site WebLinkedInTous les Emplois

201 - 500 employés

Fondée en 1864

🏦 Banque

💸 Finance

Banking • Finance

C&N est une banque régionale offrant une gamme complète de services financiers personnels et professionnels à travers la Pennsylvanie et New York. La banque propose des comptes chèques et d'épargne, des CD, des hypothèques, des prêts personnels et sur valeur domiciliaire, des cartes de crédit, des prêts commerciaux et agricoles, des services marchands, des solutions de banque en ligne et mobile, et des solutions de paiement. C&N offre également des services de gestion de patrimoine, de planification d'investissement et de retraite, des services fiduciaires et de gestion de trusts, des produits d'assurances, ainsi que des programmes d'éducation financière et axés sur la communauté.

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.

🎯 Exigences

• 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

🏖️ Avantages

• 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.