RELATIONSHIP MANAGER II - 671518528

Job Position / Location can also be Ashland, KY.
 
 
 
SUMMARY:  To provide quality support/administration and relationship building for assigned accounts in accordance with governing documents, regulations and company policies.  Typically, the Relationship Manager II works with more complex and/or larger clients than a Relationship Manager I.
 
 
 
 
 
JOB RESPONSIBILITIES
    * Supervise all aspects of account activity in accordance with stated requirements while building/strengthen the company relationship with the client.
    * Coordinate with investment team to provide quality investment solutions to all account types.
    * Maintain high standards of service to clients as well as to attorneys, accountants, and inter-company employees.
    * Solicit new and additional business and support Business Development Officers.
    * Develop continuous and open channels of communication with all support areas.
 
 
 
 
 
SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE
    * Four year college degree (BA,BS, BBA) or equivalent plus 4- 8 years experience; experience in retirement plan administration desired.
    * Possess knowledge of the industry, laws and regulations governing the establishment and administration of institutional and ERISA relationships.
    * Possess a working knowledge of securities and investments.
    * Accredited Retirement Plan Administrator (i.e. QKA, APA, APR, AKS, ERPA, etc.) credentials preferred; or experienced administrator with willingness to obtain.
 
 
 
The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position.  This is not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
 
 
 
 
 
WORKING CONDITIONS
 
·       Normal office conditions.
 
·       Some travel required.