Associate Retirement Client Advisor

As theAssociate Retirement Client Advisor you willprovide ongoing support to the RPS team andmanagecertain account relationships within an assigned book of business. The Associate Retirement Client Advisor works with various aspects of the retirement plan management practice including operations investment management knowledge the client servicemodeland new business acquisition.

Howyoullspend your time:

• Serves on the client service team toassistin managing client relationships to help deliver the client service model to clients.

• Acts as the primary contact on a select group of assigned accounts.

• Participates in client andprospectmeetings as well as networking opportunities.

• Prepares plan and Investment reviews for prospect/client meetings.

• Monitors client plan metrics based on recordkeeping data investment policies and stated plan goals andobjectives.

• Monitors and manages required plan and participant notifications and reports.

• Communicates with clients and follows up on advice delivery.Partners with the RPS team as a relationship management point of contact delivering administrative support to key clients.

• Facilitates changes to plan provisions such as implementing plan recommendations.

• Conducts annual plan and Investment reviews for assigned clients.

• Develops competency with internal and external software packages to manage client relationships.

• Prepares investment analysis and financial related projects as needed.

• Develops competency in the Customer Relationship Management (CRM) and manages workflows and related documentation requirements.

• Facilitates best practices andassistsin monitoring and satisfying compliance requirements.

• Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

• Performs other duties as assigned.

Wereexcited to talk to you if:

• YoupossessaBachelors in Business Administration/Management EconomicsFinanceor related field.

• You have3-5yearsof business experience infinancialservices related industry.

• You haveabilityto work efficiently effectively and independently to see projects through toconclusion.

• You haveproficiencywithMicrosoft Office applications.

• You have basic knowledge of investments.

• You have excellent verbal and written communication skills.

• You havedemonstratedclient service skills.

• You haveattention to detail accuracy and problem-solving skills.

• You have excellent organizational skills with the ability to prioritize multiple tasks projects and assignments.

• You are self-motivated andpossessa sense of urgency.

• You have highethical and professional standards.

• You show flexibility adaptability andsolidteam orientation.

• You haveabilityto support the presentation of material to clients and prospective clients as part of a team.

• You can obtain theCertified Plan Fiduciary Advisor (CPFA) designation within 6 months of hire.

Bonus points if:

• You showahigh levelofanalytical skills.

• You havepreviousexperience with retirement plans trustaccountingand/or CRM software tools.

• You have basic knowledge of ERISA qualified plans.