Relationship Manager

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October 3

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PCS Retirement

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Finance • B2B

PCS Retirement is a leading provider of modern, simplified retirement plan solutions, serving a broad range of clients including individual savers, employers, third-party administrators (TPAs), financial advisors, and institutions. The company is among the fastest growing retirement plan providers in the nation, offering a conflict-free experience with customizable and flexible solutions. PCS Retirement focuses on elevating retirement plan businesses and providing seamless support with 360 payroll integration and 24/7 service.

201 - 500 employees

💸 Finance

🤝 B2B

📋 Description

• Serves as the primary point of contact in addressing an array of requests from basic to complex from advisors and TPAs • Provides a high level of customer service, builds relationships to ensure retention, and facilitates organic growth • Facilitates regularly scheduled calls with distribution partners to discuss outstanding items and provide updates on company initiatives • Takes ownership and applies critical thinking and problem-solving skills to resolve client-related issues efficiently and effectively and mobilizing internal teams necessary to solve escalated issues • Coordinates efforts with Sales team to ensure broad coverage and regular contact with distribution partners in assigned territory • Acts as liaison between Service, Sales, New Business Implementation teams to facilitate smooth onboarding of new clients • Reviews client data periodically for accuracy and adheres to the strictest standards of oversight, ensuring all PII is kept confidential and secure • Assists Management in identifying procedures and policies that are outdated or ineffective and suggests opportunities for improvement • Demonstrates efficiency and flexibility in resolving escalations in a fast-paced work environment with frequent interruptions and changing priorities • Assists other areas of the organization with various functions when volume is high and/or staffing levels are low • Assists Management to improve department productivity through participation in unit meetings, ongoing training and self-development • Conducts themselves professionally and partners with upper Management accordingly • Performs other duties and responsibilities as assigned

🎯 Requirements

• 5-7 years of client relationship management experience required, preferably in the retirement industry • Bachelors’ degree is preferred but not required • QPA, QKA preferred but not required • Knowledge of 401k plans and/or 403b, 457 plans, as well as a basic understanding of the full suite of PCS Retirement products and service • An understanding of financial industry operations, mutual fund classification, trading and general banking practices • Experienced in coordinating and running client meetings in person and virtually • High level of accountability and ownership of assigned relationships • Strong organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines • Reasoning and problem-solving skills to research and resolve general problems • Technical proficiency and highly adaptive to learning and working in multiple systems. • Proficiency in using required software applications, including Microsoft Office applications (specifically, Word, Excel, PowerPoint and Outlook - Access is beneficial) necessary for creating documents, analyzing spreadsheets, and managing business correspondence • Communication skills and professional demeanor to interact with all levels of management, other associates and counterparts at other firms • Work independently and in a team environment as well as support broader initiatives with guidance from a Supervisor • Work well under stress created by time deadlines, workflow volume changes and telephone/associate inquiries • Learn and understand the various legal documents required by various companies in order to process client requests • Learn and apply new information, skills, and processes quickly including the various regulations, back office systems and plan document materials • Read and interpret financial statements, perform accurate data entry, 10 keys by touch, and type at least 30 words per minute

🏖️ Benefits

• 401(k) match • medical • dental • vision • life insurance • short and long term disability • paid-time off