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Client Relationship Manager

Employer
Community Bank System, Inc.
Location
Bloomington, USA
Salary
Competitive
Closing date
Jul 21, 2024

View more

Job Function
Accounting/Audit/Tax
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Overview

Benefit Plans Administrative Services (BPAS) is a leading provider of employee benefits administration, trust services, collective investment fund administration and actuarial consulting services to customers on a national scale. We support 4,200 retirement plans, $115 billion in trust assets, $1.3 trillion in fund administration, and more than 810,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well-positioned to help our clients solve all their benefit plan challenges without the need to engage multiple providers. One company. One call.

Responsibilities

This position is responsible for building and maintaining relationships with BPAS Clients; maintaining knowledge of BPAS products and services and cross selling the same; project work (as needed); and various other duties as required to retain and grow client relationships. Travel is required for this position.

Essential Duties:
  • Serve as the Relationship Manager for an assigned book of Clients. The book of Clients would primarily be focused on DC business, but may also include Clients that solicit other BPAS services.
  • Work in tandem with Plan Consulting, Participant Education and Fiduciary Services teams as needed to cultivate lasting and meaningful client relationships.
  • Educate, train, coach, and mentor clients on BPAS systems (web portals), and products and services.
  • Assist with issue resolution, fee negotiations, and investment related matters as they arise.
  • Maintain detailed knowledge of BPAS products and services, with the ability to effectively communicate these programs to clients and FI Partners.
  • Work to solicit other BPAS products and services to existing clients where a client need exists. Participate in identifying cross selling opportunities for CBSI related products and services.
  • When needed, participate in activities to secure new FI Partner and plan relationships.

Ancillary Duties:

As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals.

Qualifications

  • Education/

    Training:

    Minimum B.S. or B.A. degree in a related field, or equivalent experience

    All applicants must be 18 years of age or older

    Competencies:

    § Excellent interpersonal skills

    § Well-developed written and oral communication skills

    § Analyze problems and issues and present possible solutions to supervisor

    § Ability to be highly organized and follow through

    § Ability to prioritize work assignments and multitask

    § Display an intermediate level of competency with Microsoft products, as well as personal computer skills

    § Ability to handle a large book of business with efficiency and expertise

    § Must be self-motivated and flexible

    § Must have the ability to work and communicate well with others in a team environment

    Experience:

    Minimum 5 years experience in a benefits environment

Other Job Information

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Minimum

USD $64,000.00/Yr.
Maximum

USD $108,804.00/Yr.

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