Company Overview:

PCS Retirement, LLC is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts. To learn more, visit https://www.pcsretirement.com/

At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success.

Job Summary

As a member of the PCS Retirement service team, the Relationship Manager position is responsible for the management of an assigned group of distribution relationships. Serving as a liaison between the company, advisor, TPA or any of their affiliates, ensuring the highest quality of client satisfaction while developing the relationship to help the company reach defined client satisfaction and retention goals. The Plan Manager provides proactive communication to both internal & external clients, day-to-day account support, and issue escalation and resolution.

Job Responsibilities:

• Serves as the primary point of contact in addressing an array of requests from basic to complex from advisors and TPAs
• Provides a high level of customer service, builds relationships to ensure retention, and facilitates organic growth
• Facilitates regularly scheduled calls with distribution partners to discuss outstanding items and provide updates on company initiatives
• Takes ownership and applies critical thinking and problem-solving skills to resolve client-related issues efficiently and effectively and mobilizing internal teams necessary to solve escalated issues
• Coordinates efforts with Sales team to ensure broad coverage and regular contact with distribution partners in assigned territory
• Acts as liaison between Service, Sales, New Business Implementation teams to facilitate smooth onboarding of new clients
• Reviews client data periodically for accuracy and adheres to the strictest standards of oversight, ensuring all PII is kept confidential and secure
• Assists Management in identifying procedures and policies that are outdated or ineffective and suggests opportunities for improvement
• Demonstrates efficiency and flexibility in resolving escalations in a fast-paced work environment with frequent interruptions and changing priorities
• Assists other areas of the organization with various functions when volume is high and/or staffing levels are low
• Assists Management to improve department productivity through participation in unit meetings, ongoing training and self-development
• Conducts themselves professionally and partners with upper Management accordingly
• Performs other duties and responsibilities as assigned