Retirement Relationship Manager (Remote)

ABOUT OUR CLIENT :

This is a direct hire position with our client in the Retirement industry. Our client is a leading provider of retirement plan services, proudly serving clients nationwide since 1992. Headquartered in Nashville, Tennessee, they deliver account recordkeeping, third-party administration, and actuarial support for qualified retirement plans.

They are one of the nation's largest independent, privately held firms specializing in employee benefits and retirement plan solutions-we help organizations in the public, private, and nonprofit sectors take care of their most important resource : their people.

Our success is built on strong partnerships with financial advisors, TPA firms, and investment platform providers. Together, we design and deliver simple, effective solutions that that drive better outcomes-today and tomorrow.

WHAT YOU WILL DO :

The Relationship Manager plays a central role in delivering exceptional service and operational support for clients' retirement programs within a Third-Party Administrator (TPA) environment. This individual serves as the primary point of contact for an assigned portfolio of clients, including plan sponsors, accountants, attorneys, investment advisors, and other intermediaries. The successful candidate will be innovative, self-motivated, and efficient, with a passion for both problem solving and structure.

This role is responsible for ensuring client satisfaction by maintaining accurate records, coordinating communications, maintaining plan documentation compliance, and upholding service-level agreements. The Relationship Manager is ultimately accountable for the overall client experience and satisfaction with services. The ideal candidate is detail-oriented, highly organized, and capable of managing multiple priorities in a fast-paced, client-focused environment.

Key Responsibilities

• Maintain and update client and vendor records in internal systems.
• Support of newly onboarded and offboarding of clients.
• Coordinate with internal departments to ensure timely delivery of services.
• Assist in preparing reports, presentations, and audit documentation.
• Respond to client and vendor inquiries in a professional and timely manner, within SLA.
• Schedule and coordinate meetings, calls, and follow-ups with clients.
• Ensure compliance with regulatory and internal policies.
• Through relationship building develop an understanding of how the retirement benefit plans impact and help meet the business needs of your clients.
• Build trust and confidence with key personnel both at the client organization, as well as ancillary service providers (CPA, Financial Advisor, etc.).
• Actively participate in ensuring that the clients' operational and regulatory issues are resolved in a manner that exceeds client expectations.
• Review annual plan compliance and administrative reports for overall accuracy.
• Deliver summarized plan year end work with effective communication of annual test results and open action items for client.

WHAT YOU NEED :

ADDITIONAL INFORMATION :