ICS Relationship Manager I - Retirement Services (Hybrid)
$54,100–$90,100 year
On-site · Buffalo, New York, United States
Job Summary
Provide relationship management oversight of institutional client accounts in retirement services. Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners; submit activity for processing, respond to and annotate compliance reports, and complete annual account reviews in a timely manner; maintain client communications on regulatory, legal, accounting and trust matters; manage client billing and resolve aged receivables; stay current on industry trends and regulatory items; adhere to risk, internal controls, and company standards; collaborate with team to deliver high-quality service and support the organization’s risk and compliance framework.
Required Qualifications
- Bachelor's degree and a minimum of 1 year relevant experience, OR in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year relevant experience
- Strong level of proficiency in use of personal computers and pertinent word processing and spreadsheet software
- Detail-oriented
- Excellent customer service skills
- Excellent verbal and written communication skills
- Proven organizational skills
- Proven problem-solving skills
- Strong decision-making skills
- Retirement or Trust administration experience (preferred)
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