About Alliance Benefit Group of Michigan

Alliance Benefit Group of Michigan (ABGMI) helps businesses start and maintain their retirement plans. Many employers offer a 401(k) plan, we are hired by those employers to handle the trading and accounting for everyone’s investments while making sure the retirement plan is run efficiently and accurately. We offer a learning environment where you collaborate with your team and enjoy the flexibility a smaller company offers for a well-suited work/life balance. People enjoy working here, we are proud of our employee retention rate. We are looking for individuals who want to come to work every day, always doing something new, prepared to learn and study and continue to grow.

About the Job

The Client Relationship Manager provides day-to-day client care by supporting client needs, providing relevant retirement plan information, responding to client inquiries, and addressing concerns.

Essential Duties and Responsibilities:

• Responds to client requests, inquiries, and concerns by phone or e-mail; provides a high level of client interface.
• Prepares plan review materials, runs reports and provides all relevant materials to Principal for client meetings; attends meetings as appropriate.
• Collaborates with conversion team in preparation of new client onboarding.
• Assists with entering new elections, election changes, address changes, and other census changes.
• Prepares correspondence to and on behalf of customers via scan, copy, or fax.
• Reviews daily, incoming and outgoing funds, researches fund transfer requests, and ensures required action is completed.
• Takes ownership and responsibility for work and projects; assists others as needed.
• Solicits and applies direction, mentoring, and feedback from others; asks questions and acts on feedback and instruction.
• Provides high-quality deliverables and services with the highest level of client service.
• Communicates and models the vision and strategy of the Firm.
• Develops business relationships and partnerships with a client focus.
• Commits to continuous improvement of quality deliverables and services, identifies best practices, and makes suggestions for improvement.
• Performs other duties and special assignments as assigned.

Required Experience, Education and Skills:

• Strong face to face client facing customer service experience
• Associate's degree in business, finance, accounting, or related field; or some college preferred
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) with the ability to utilize technology tools effectively and efficiently
• Ability to perform technical research, draw conclusions, and apply solutions
• Ability to read and interpret plan documents
• Strong relationship-building skills and the ability to develop and solidify working relationships with clients and team members
• Ability to perform analytical and review functions to ensure quality of deliverables and services
• Good judgement, problem-solving, and decision-making skills with a high level of attention to detail
• Intermediate mathematical skills, with the ability to perform moderately difficult math functions
• Advanced communication skills and the ability to communicate with others, verbally and in writing
• Ability to communicate financial information effectively and in a way that is easily understood by those not familiar with industry terminology
• Ability to complete multi-dimensional, multi-step assignments
• Professional demeanor demonstrating objectivity, integrity and ethical behavior
• Courteous and tactful, exercises sound judgement, with a high level of diplomacy
• Time management skills and the ability to work independently, organize and meet multiple priorities, and meet deadlines with limited supervision
• Ability to develop and maintain effective relationships with team members; collaborative team member
• Demonstrated strategic, critical thinking, strategic insight, and analytical skills
• Flexible, creative, and sound problem-solving and solution-oriented skills
• Familiarity with the risks and opportunities of the retirement plan industry; including the legal and regulatory environment
• Willingness to obtain and maintain professional certification
• 3-5 years' experience in third-party administration of retirement plans or defined contribution plans desired
• Intermediate knowledge of retirement plan design options, and application of current Employee Retirement Income Security Act of 1974 (ERISA) regulations preferred

Hours, Salary and Benefits:

This individual will work in a business casual environment with standard hours of Monday – Friday from 8am – 5pm. Pay is $50,000 - $55,000 DOE.

Benefits include:

• Flexibility when needed
• Vacation and PTO plans
• Medical and Dental insurance
• Vision
• Life and Long Term Care Insurance
• 401k
• Profit Sharing
• Flexible Spending Plan and Medical Reimbursement Accounts
  

More About Alliance Benefit Group

Alliance Benefit Group of Michigan is a full-service retirement plan consulting and administration firm headquartered in Bingham Farms, MI. The firm was founded in 1969 and from day one has specialized in designing and servicing qualified and non-qualified retirement plans. And with the introduction of 401(k) plans in 1986, ABGMI has been on the forefront of providing contemporary and evolving 401(k) plan solutions for employers and their employees. Our professional team works with business owners, their employees, and advisers to create and manage successful retirement plans. We are committed to providing personal attention to each business partner we serve and are looking for ambitious self- starters who enjoy working with people, but also have great attention to detail.

If you would like to be a part of the team and your experience is a good fit, please apply below. We appreciate your excitement, but please no calls to our office. Only applications received through this portal will be considered.

Posted On: Friday, November 2, 2018
Compensation: $50,000 - $55,000