WI3660862

1

Bachelor's Degree

Bachelors Degree

Unspecified

40

JOB REQUIREMENTS: Job Description Overview The primary responsibility of
the Wealth RPS Account Manager is to provide comprehensive support to
the Wealth RPS Relationship Managers and their Manager along with RPS
Clients and their participants in the day to day service activities of
account relationships. Effectively, the Account Manager position is an
\"in-house relationship manager\" quarterbacking client responses in the
absence of and at the direction of the RPS Relationship Manager. The
position is also responsible for delivering a high degree of business
professionalism as a client-facing day to day contact for RPS clients
and participants; responding to routine and complex business, plan, and
service questions. Additionally, the position also supports the needs of
the business in managing daily tasks and workflow, proactively managing
annual plan administration activities, assisting with sales and business
development activities, and assigned projects under the direction of the
Wealth RPS Relationship Managers and the Wealth RPS Service Manager. KEY
RESPONSIBILITIES Position Specific Responsibilities Core business
understanding of Wealth RPS business and services to proactively support
the Wealth RPS Relationship Managers, clients and their participants
throughout the processes of client conversion, maintenance, and
communication. Understanding and ability to articulate full scope of JFG
products and services. Independently handles a wide variety of
situations and assignments that are non-routine, under limited
supervision. Serves as a day to day contact and consultant to RPS
clients and participants (as a secondary point of contact beyond the
call center) on plan matters and questions. Researches and assists in
resolving client inquiries and issues through to resolution involving
plan document provisions, impact of regulatory requirements on plan
operations; displays initiative to problem solve and escalate when
appropriate, ability to work independently. Prepares and composes sales
presentations, client fiduciary and service reviews, and participant
communication materials under the direction of their manager and Wealth
RPS Relationship Managers. Manages annual and ad hoc plan administration
workflows (annual census and testing cycle, Form 5500 filing, external
audit support, fund changes, plan amendments, Notice requirements, etc.)
Creates and maintains plan documents and participant forms ensuring
conformity with plan features and investment offerings. Composes
correspondence, responsible for review, disbursement and follow-up, and
updating of required reports (non-approved asset reports, outstanding
check reports, compliance notifications, etc.) Actively manages inherent
risk by adhering to internal policies and procedures, regulatory and
statutory requirements and exercising sound\... For full info follow
application link. Equal Opportunity Employer of Minorities, Females,
Protected Veterans, and Individuals with Disabilities \*\*\*\*\*
APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/8F2E68F02DB0440E