Relationship Manager
Company: Compass Retirement Consulting Group/Compass 360, L
Location: Stratham
Posted on: June 25, 2022
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Job Description:
Who We Are and What We Do
Compass is a third-party administrator (TPA) that provides client
companies with retirement plan design, administration, actuarial
services, and ongoing consulting services to ensure our clients'
plans are in compliance with DOL, ERISA, IRS, and other
regulations. Our headquarters are in Stratham, NH, but our clients
are nationwide in various industries and sizes. We are passionate
about the use of technology and are always looking for more
streamlined ways to perform tasks.
What You Will Do
The Relationship Manager position is a client-facing position with
an assigned book of business. You will work with internal and
external customers including financial advisors, CPAs, clients, and
others.
Specific tasks include:
What We Offer
What We Offer
A competitive benefits package with a generous employer
contribution including:
What We Are Looking For
We are looking for talented Retirement Plan Administrators,
Consultants, and Relationship Managers who will serve as the main
daily contact for clients and be expected to help gather data,
answer questions, explain testing and calculation results and
conduct annual plan or fiduciary reviews. This will require
effective verbal and written communication skills and someone who
enjoys client interaction, not solely running calculations and
testing behind the scenes. We need someone who can rely on their
technical plan knowledge to effectively manage the ongoing client
relationship.
PI182606775
Keywords: Compass Retirement Consulting Group/Compass 360, L, New England , Relationship Manager, Executive , Stratham, Northeast
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