Iowa State Job Bank Retirement Plan Services Client Services in DUBUQUE, Iowa
Dubuque Bank and Trust a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"The RPS Client Services Manager serves as the primary contact to manage the strategic aspects for assigned client relationships and increase the value of the partnership. They provide consultative and technical solutions in retirement regulatory compliance, trust fiduciary, investments, annual plan review and annual plan participant education. This role is responsible for developing the RPS Relationship Managers and overseeing all aspects of client servicing.PRIMARY & ESSENTIAL RESPONSIBILITIES:* Primary point of contact for a designated book of Retirement Plan Services clients and responsible for their overall satisfaction and retention.* Meets with clients for investment, fiduciary, educational, and service purpose based on region.* Responds to client requests, issues and/or problems promptly, efficiently and effectively.* Communicates retirement plan testing results, law changes, new products, and issues proactively with clients.* Assists RPS Participant Services Manager with planning and execution of retirement education and enrollment meetings based on region.* Responsible for explaining plan provisions, new regulations, and ensuring that restatements and amendments are executed timely and understood by the client.* Assists Administrators and Specialists with Compliance Testing and 5500 filing including processing and communicating results to clients.* Works with a team promoting cooperation, respect and concern for client needs as well as fostering camaraderie within the group.* Proactively works to find efficiencies and innovation in client products and servicing, leading the rest of the RPS in these activities.* Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.SUPERVISORY RESPONSIBILITIES:* Directly supervises the RPS Relationship Managers* Works with Heartland Financial's recruitment team to hire the most qualified and talented individuals to fill open positions.* Provides information and on-going feedback to department staff regarding expectations and performance.* Addresses and resolves all performance concerns and issues in a timely manner.* Works with department staff on individual professional development.* Prepares and conducts annual performance reviews. Completes and submits all forms associated with the review process to the department according to the review process deadline.REQUIRED SKILLS & EXPERIENCE:* Bachelor's Degree or equivalent work experience.* 5-7 years of experience in the Retirement Plan Services industry* Knowledge of Microsoft Excel, Word, PowerPoint, and Access.* Relius Administration knowledge preferred.* Strong knowledge of plan design, compliance and testing, ERISA, investments, and industry standards.* Proven experience managing a highly successful team.* Critical thinking and problem-solving skills to identify problems and recommend appropriate follow-up action.* Self-motivated and entrepreneurial.* Excellent organizational, multi-task and follow through skills.* Teamwork and interpersonal skills to work on cross organizational initiatives.OCCUPATIONAL CERTIFICATION:* ASPPA, CEBS or NIPA Certification.Scheduled Weekly Hours:40Time Type:Full timeWe are an Equal Opportunity Employer and will consider all qualified applicants for the position without regard to race, color, religion, sex, national origin, disability or protected veteran status.