Client Relationship Management Support

Mutual of America Financial Group

Job Title: Client Relationship Manager Support

Location: Remote

Who We Are:

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

The Client Relationship Manager (CRM) Support position will focus on servicing, engaging, building, and strengthening the client base for which they are responsible for supporting. This person will report into the Director, Client Operations.

Responsibilities

• Maintain relationships with group retirement plan clients and key personnel. *Plan sizes may vary depending on regional office plan count, demographics, and your overall degree of experience
• Manage the day-to-day operations and servicing of group retirement plan clients
• On an ongoing basis, maintain compliance calendar for each client to ensure timely execution of required annual compliance tasks
• Facilitate client (plan sponsor), and participant inquiries and service requests in a proactive manner
• Meet with clients (board members, committees, and C-suite executives) to conduct plan review meetings/presentations, on an “as-needed” basis. Meetings (if applicable) will be held primarily in a remote setting, although on-site meetings may be required
• Manage pre and post client meeting tasks: preparation of meeting material (plan health reports, investment reviews, plan design, compliance, legislative updates), post-review meeting minutes, plan amendments, fund changes etc.)
• Coordinate plan support services (audit support, 5500’s, NDT testing) with home office to ensure services are delivered timely and accurately
• Work closely within the regional team (Regional Officer, Client Relationship Manager, Group Account and Participant Account Representatives) to coordinate appropriate delivery of MOA services
• Salesforce upkeep (input client contact data, update plan information, manage client tasks, etc.).
  
  

Required Qualifications:

• Prior work experience in group retirement plan industry
• Knowledge and understanding of corporate/group retirement plans (403(b), 401(k) and 457 plans) including: retirement plan design, investment monitoring, plan administration, compliance testing and enhanced understanding of retirement plan rules & regulations.
• Excellent business writing, organization, and presentation skills
• Comfortable occasionally presenting in front of groups & C-suite executives
• Ability to handle pressure, prioritize, and multitask during a business day
• Ability to work flexible hours
• Active FINRA Series 6 and SIE or must obtained within the first year of employment
  
  

Preferred Qualifications:

• Bachelor’s Degree preferred
• Three plus years of experience working with group retirement plans
• Client relationship management experience
• The Client Relationship Manager Support should be familiar working with both audited and non-audited 403(b) and 401(k) plans
  
  

What we offer you:

• Competitive base salary
• Annual Bonus
• Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
• 401(k) Match: 100% Employer Match on up to 6% of employee contributions (Salary and Incentive Comp)
• Parental Leave: 8 weeks fully paid
• Paid time off: 20 days plus two floating personal holidays
  
  

The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus, whereby total compensation may exceed this range depending on individual and / or company performance.

Base Salary Range: $65,000 - $90,000

Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.