National Benefit Services, LLC · 18 hours ago
Relationship Manager III (ERISA), Retirement
United States
Full-time
Remote
Entry, Mid Level
1+ years expNational Benefit Services, LLC is a company specializing in retirement benefits administration. They are seeking a Relationship Manager III to build and maintain customer relationships, oversee compliance tasks related to ERISA retirement plans, and coordinate with various stakeholders to ensure regulatory adherence and client satisfaction.
Financial ServicesInsuranceRetirement
Responsibilities
Build and maintain strong, long-lasting customer relationships by providing support to a group of retirement plans through knowledge, expertise and customer care to all clients taking into account the client segmentation as determined by NBS
Oversee a variety of compliance tasks relating to ERISA retirement plans
Develop and promote plan sponsor, advisor, and investment provider relationships
Coordinate needs of investment providers, plan sponsors, participants, and advisors. Consult with plan sponsors or advisors concerning regulatory, operational, and service aspects of retirement plans
Manage multiple tasks, projects, and deadlines at the same time
Understand and ensure retirement plans meet all regulatory and compliance requirements as established by the IRS and DOL
Coordinate plan needs with other teams to ensure timely and accurate completion and responses
Coordinate support for plan sponsors during IRS audits or DOL investigations
Monitor ERISA plan documents for adherence to applicable rules and regulations
Attend and facilitate team, department, and company trainings
Must gain extensive knowledge of retirement plans through certification within 1 year of accepting this position; maintain QKA designation once obtained
Some travel may be required to make on-site client visits (some visits may require overnight stays)
Provide expertise as a subject matter expert in one or more duties related to Relationship Management, including owning procedures and checklists pertaining to subject
Provide expertise by way of a professional blogpost that can be published on the NBS online knowledge base
Actively contribute to a positive team environment
Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
Perform other duties as assigned by Supervisor, Director, or Vice President
Qualification
Required
Have excellent customer relation skills including the ability to develop and maintain effective relationships
Be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities
Able to learn quickly and have the ability to research complex problems independently
Personable, highly motivated, hardworking and positive attitude
Be well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
Be professional and articulate in both verbal and written communication
Have strong computer skills including typing, and proficiency in Microsoft Word, Outlook, and Excel
Be able to comprehend and interpret IRS and DOL regulations
Work well within a team
Bachelor's degree or work equivalent required
1 year retirement plan administration experience is required
Company
National Benefit Services, LLC
National Benefit Services, LLC is an outsourced employee benefits provider in the retirement and consumer driven healthcare markets.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Paul Lovell
President & CEO
Eric Thorne, QKA, TGPC, AIF®
Senior Vice President, Business Development and Strategic Partnerships
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