DB Relationship Manager

Job Summary

A company is looking for a DB Relationship Manager on a remote basis.

Key Responsibilities

• Serve as the primary point of contact for an assigned portfolio of clients, ensuring client satisfaction
• Review annual plan compliance and administrative reports for accuracy
• Communicate effectively on plan year-end results and action items with clients

Required Qualifications

• 5-7 years of experience in the retirement plan service area preferred
• Strong organizational skills and ability to manage multiple priorities
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Basic to intermediate understanding of Relius Administration/FT Williams systems preferred
• Experience with CRM or TPA management systems is a plus