Qualified Relationship Manager

Job description

P r o v i d es pr o- a c t i v e s er v i c e a n d c o m m u ni c a t i o ns to r e t ir e m e n t p l an cl i e nts. T h i s i n c l u d es p r o v i d i ng c li e nt s u p p o r t, d o c u m e n t at i on a n d re c ord k e e p i n g, p r e p ar a t i on of p l an s t a te m e n t s , c om m u n i c at i on of p l an i nf o r m a t i on to cl i e n t, a nd a s s i s t s w i th t he m o d i f i c at i on a nd e n h a n ce m e nt o f p l an a d m i n i s trat i on pro c e ss e s , w i t h i n t he l i m i ts of e s t a b l i s h ed p o l i cy . E SSE N T IAL F UNC T I O NS Reaso n a b l e a cc o m m o d a t i o ns m a y be m a de t o e n a b l e i n d i v i d u al s w i t h d i s a b i l i t i es to p e r form t h e s e es s e n t i al f u n c t i o n s . to r e q u e s ts f o r s p e ci a l i z ed r e p orts - P r o v i d es s u p p o r t to cl i e nts throu g h a n u m b e r o f c h a nn e l s i n c l u d i n g p h o n e, l et t ers a n d e m a il s t o q ui ck l y re s o l v e t h e re q u e s t - A c ts i n a pro - a c t i v e m a n n er wi t h as s i g n ed cl i e nts a n d a d v i s ors to e n s ure r et e nt i on as we l l as i n s p i r e c l i e n t d e d i c a t i on a n...