Relationship Manager Defined Benefits Focus

Do you want to utilize your skills for building and fostering relationships Do you have technical expertise with retirement plans Do you want to work for a growing company in an expanding business market Are you effective at communicating building relationships and presenting technical information Then we want to talk to you!

Who We Are:

Trinity Pension Consultants Inc. is a leading regional independent and non-producing Third-Party Administration firm located in Akron Ohio who currently has sales territories throughout the Mid-West. Trinity collaborates with retirement plan sponsors and their associated financial professionals in delivering a highly effective administration and compliance solution for their employer sponsored retirement plan.

What Our Relationship Managers are responsible for:

Operations Responsibilities

Proactively and systematically follow up on all items necessary to complete annual administration and compliance testing.

Proactively participate and assist with onboarding Trinity new clients.

Log all email phone and meeting activities.

Proactively track and monitor all conversion events administration and compliance events and client communications effectively managing your dashboard.

Identify and enforce all special billing opportunities.

Document in Pension Pro all Sponsor and Advisor interactions (meeting minute notes and compliance activity)

Relationship Management Responsibilities

Collaborate with other departments in delivering Trinitys reports and anticipating the clients questions.

Make regular outgoing proactive phone calls to customers.

Explain in a clear manner to Plan Sponsors and Financial Advisors the various aspects of Defined Benefit administration including but not limited to:

Proactively collaborate with RVPs about internal sales opportunities.

Resolve conflicts and disputes with Trinity services with Sponsors and Advisors.

Attend and participate in departmental and corporate meetings.

Assist other Team Members in resolving questions disputes and conflicts.

Schedule draft and review communication and correspondence to clients.

Consulting Responsibilities

Anticipate client questions problems and work toward solutions that are technically clear and accurate.

Be able to read understand and interpret client reports.

Assist the Document Specialist in the preparation and completion of plan documents.

Communicate complex pension concepts in a simple manner.

Scrub book of business for internal sales opportunities and collaborate with RVP.

Manage Client expectations relative to Trinity Service Standards.

Resolve conflicts and disputes with respect to Client expectations and outcomes.

Participate in Sales Meetings as needed.

Stay abreast of industry trends market and competitors.

Other duties as assigned.

Requirements

• Residence in geographic area of assigned location.
  
• 3-5 years experience in the Retirement Plan Industry required.
  
• Strong communication skills (written and verbal).
  
• Ability to manage office functions efficiently organize work establish priorities and maintain good interpersonal relations.
  
• Demonstrated attention to detail; multi-tasking and prioritizing skills.
  
• Demonstrated high-level client service skills.
  
• ASPPA QKA designation required or willing to attain; maintain ASPPA membership.
  
• Proficient with MS Office (Word Excel Outlook).
  
• Highly motivated self-starter with good problem-solving skills and the ability to work independently.
  
• Overall comprehensive understanding of business processes.
  
• Minimum of 40 work hours per week.

Benefits

In return Trinity Pension Consultants offers:

• Salary dependent on experience
  
• Paid Time Off (PTO)
  
• 401(k) retirement plan
  
• Medical Dental Vision H.S.A. effective Day 1
  
• Life Insurance LTD STD
  
• PTO Purchase
  
• Summer Fridays
  

Are you ready to join our team

If you feel like you are the right candidate for this job just click on the apply button. Our quick application should take you about 5 minutes to fill out and your information will be sent to our hiring team.

All qualified applicants will receive consideration for employment without regard to race color sex age national origin religion sexual orientation gender identity and/or expression status as a veteran and basis of disability or any other federal state or local protected class.

Currently we are not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role.

This job description is not all inclusive.