Relationship Manager
Compass Retirement Group
Managing client relationships remotely, the full-time Relationship Manager will serve as the primary contact for clients, ensuring timely data collection, conducting annual reviews, and communicating testing results effectively. Key responsibilities: Communicate directly with clients to gather annual census and plan information accurately and on time Review and ensure the accuracy of data questionnaires and provide necessary information for annual testing Conduct fiduciary reviews and manage ongoing client communication to address specific needs and outstanding items Required qualifications: Preferred Bachelor's Degree in accounting, finance, or a related field 3 or more years of experience in the retirement plan industry Comprehensive knowledge of retirement plans and record-keeping platforms Experience with Datair, Pension Pro, and related software preferred Completion of the ASPPA RFP course or the ability to complete it within one year #J-18808-Ljbffr
Vacancy posted 1 day ago
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