Account Mgr II - SRS (Retirement Plans)
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If you re someone who likes to stand out from the crowd and make a positive difference, you ll fit in at The Standard (www.standard.com). We set ourselves apart in the retirement plan business by paying attention to details as we are redefining what a retirement plan should be. If that s your kind of challenge, you could be our kind of employee. Consider joining our team.
The Account Manager I/II - SRS (retirement plans) is a crucial position in our Retirement Plans division. The Account Manager is responsible for the client relationship and daily plan administration for an assigned caseload of retirement plans (401(k), 457, 403(b), Non-qualified, Deferred Compensation, etc.). This position requires excellent external communications and relationship building, the ability to drive the overall success and timeliness of assigned plans in accordance with compliance and administrative deadlines, the coordination of work amongst the functional teams and relationship manager partners.
Accountable for client retention, satisfaction and loyalty. Responsible for providing overall exceptional customer experience to assigned clients/advisors who have retained The Standard for retirement plans services. Impart a strong customer service viewpoint and present effectively tailored communications with a variety of external partners. Provide technical assistance and on-going support and knowledge to clients and advisors to assist them in successfully managing their plan on the Standard s recordkeeping and web-based systems. Possess excellent written, verbal and in-person communication skills. Build strong relationships with internal partners. Instill, maintain and restore trust as needed along with proactive escalation and communication on all plans assigned which are at risk of not following timelines or meeting deliverable dates. Must provide heightened proactive and excellent service to plans identified as at-risk . Maintain plan and relationship specific information on our Customer Relationship Management tool.
Oversee annual and operational activities related to assigned plans, including accurate and timely communication and organization. Understand the systems, recordkeeping platform and custodial differences available to clients. Knowledge of internal policies and procedures and ability to navigate who does what on the functional teams in order to efficiently manage client requests and work. Proficient in retirement plans technical knowledge, plan design, impact of amendments, compliance and related activities. Able to organize multiple tasks and priorities, develop competency with the workflow tool, CRM, and managing communications via Outlook and the phone. Successfully administers all tasks on block of business.
Education: Bachelor s Degree in related field or an equivalent combination of education and/or relevant experience.
Experience: Account Manager I: relevant professional experience preferably within the defined contribution/financial services industry; Account Manager II: 2 - 4 years a client-facing role working with defined contribution plan administration including: implementation activities, plan document design, client relationship management, consulting, asset transfer and reconciliation including SOX notification, experience with various plan types, investments, and federal pension regulations.
Professional Certifications: ASPPA CPC, QKA, QPA or NIPA (APA) (APR) preferred or in progress.
Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug and alcohol free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on Standard property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, drug test, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.
For more information regarding your Equal Employment Opportunity applicant rights, please visit the URL: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf, click here.
Individuals with disabilities who need assistance or accommodation with the application process should contact HR Direct at 971-321-7871. This number is only for the use of individuals with disabilities who need accommodation with the application process. General inquiries about application status will not be addressed.
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