Specialist Relationship Management

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The primary responsibility of the RMA is to partner directly with Relationship Managers to provide project management and strategic/tactical support. This role requires a person who possesses both analytical interpretation ability and relationship building skills. The aptitude to use retirement plan analytics to help Relationship Managers identify client improvement opportunities is important. Additional expectations include refined problem-solving skills, excellent project management skills and the ability to thrive in a high-energy, deadline-driven environment. The ideal candidate is consultative, professional, customer service oriented, accountable, solutions oriented and organized with a focus on helping to deliver client results that positively impact client satisfaction. Thorough understanding of retirement industry and plan design features/rules preferred.  Demonstrated working knowledge of Windows, Word, Excel and PowerPoint required. Candidates with PSC or WEBI exposure preferred. Provide administrative support to relationship management so that client satisfaction / retention goals can be achieved.
                                                                                                                          

DUTIES/RESPONSIBILITIES:

•    Identify trending and research abnormalities in client data by comparing current and historical stats and by conducting industry-wide research as needed
•    Analyze retirement plan data to understand client needs and assist Relationship Managers in identifying areas of success and opportunities for improvement
•    Complete custom/specialized presentation materials 
•    Exhibit organizational skills and follow up work ethic
•    Acts with a sense of urgency to resolve member impacting issues

OTHER PREFERRED QUALIFICATIONS:

•    Bachelor's degree, Finance or Accounting preferred
•    1 to 3 years of work experience
•    Good written, verbal and presentation skills
•    Good working knowledge of MS Office tools/applications
•    Experience managing multiple priorities required
•    Experience working with people in a service environment required
 

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job.  The employer has the right to revise this job description at any time.   You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description.   You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason, as per terms and conditions of your employment contract.

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.