Relationship Manager
Relationship Manager
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Job Description
Job Title: Relationship Manager
Business Unit: WealthFirm
Location: Urbandale IA
About Retirement Plan Consultants
Retirement Plan Consultants a partner with Integrity Marketing Group has been in Downtown Norfolk Nebraska since 2008. Our office services over 1800 plans and 17500 participants for companies across the United States. We are focused on providing a customized plan to assist participants on their way to retirement and in doing so have established an outstanding reputation for quality service.
We believe in the growth of our employees and provide opportunity for advancement by providing the training and education needed to be successful. Retirement Plan Consultants offers big-city careers while encouraging community engagement and work/life balance. We are looking for individuals who fit our workplace culture and take pride in having a service personality with expert knowledge.
Join the Compliance Consultant Team today!
We are looking for someone who has a passion to provide excellent customer service to our clients. If you are detail oriented a hands-on learner and enjoy helping people this position would be a great fit for you. We offer specialized job training that will help you be successful in this position and advance your career in future roles with RPC.
Primary Responsibilities
Serve as relationship manager for an assigned group of clients
Use general retirement plan guidelines to assist clients with questions
Review and approve client forms
Assist in answering incoming calls as needed
Learn and complete plan documents annual non-discrimination testing IRS forms and employer contribution calculations
Excellent customer service experience via phone and email
Strong computer skills (Microsoft Office Suite)
A desire to continue your education through professional designations within the retirement plan industry
Work closely with our client service and processing teams
Primary Skills & Requirements:
Excellent customer service experience via phone and email
Strong computer skills (Microsoft Office Suite)
A desire to continue your education through professional designations within the retirement plan industry
Experience in banking investments or other financial related industries (preferred not required)
Associate or bachelors degree preferred or relevant work experience.
Experience in banking investments or other financial related industries (preferred not required)
*Relevant work experience should include computer skills and customer service experience
Hours worked:
In this position you will work during our normal business hours 8AM 5PM with a 1-hour lunch. January - March 15th overtime is required during other times of the year overtime may vary depending on workload.
About Integrity
Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .
Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local law. In addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.
Required Experience:
Manager
Employment Type
Full-Time
