Implementation Manager I, Retirement (Remote)
National Benefit Services, LLC
West Jordan, UT(remote)
Full-time, fully remote position guiding the transition of plans from Business Development to operations and establishing an operational relationship with retirement plan sponsors. Regularly working 8 AM to 5 PM, Monday through Friday. Great opportunity for growth with an employee-focused organization. This position is full time, hourly and nonexempt.
Primary Duties
• Complete the implementation of retirement plans, coordinating and communicating directly with the client/broker/vendor during the implementation process
• Manage the collection and delivery of necessary documentation and regulatory paperwork; Review and verify for compliance and operational accuracy,
• Audit individual plan design for inefficiencies and to ensure proper fit to client's needs
• Understand and proficiently apply relevant laws and regulations to clients' retirement plan
• Maintain regular communication with your case load of onboarding clients to communicate onboarding progress and address any questions
• Learn and keep current on laws and regulations governing retirement plans through training and education
• Meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
• Perform other duties as assigned by team supervisor and department Vice President
Qualifications
• Attention to detail and accuracy of work is critical in this role
• Strong interpersonal and customer service skills are necessary to be successful in this role
• Must be able to represent NBS's standard of excellence with professional, articulate verbal and written communication skills
• Follow established processes
• Be motivated to contribute and have a positive, team-first attitude
• Obtain and keep current on appropriate industry certifications
• This is a remote position; You must have the technical aptitude needed to self-support in a remote work environment
Education and Experience - Bachelor's degree or work equivalent preferred. RPF, TGPC or QKA preferred. Retirement industry experience preferred. Physical Requirements - This position requires the employee to be seated most of the work time.
Note: The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment, do not eliminate your "at-will" status in anyway, and are subject to change at the discretion of National Benefit Services, LLC.