RPCG LLC
Job Description
Job Description Description: R.P.C.G., LLC (R.P.C.G.) is looking for a Client Relationship Coordinator to join its wealth investment and retirement planning team in Charlotte, North Carolina. The Client Relationship Coordinator is responsible for supporting R.P.C.G.’s Retirement Plan Model. This position communicates with clients on a frequent basis to educate them on retirement plans and other client-relationship management service.
The Client Service Coordinator communicates with clients on a frequent basis to educate them on retirement plans and other client-relationship management services. Key areas of responsibility include Client Communication and Retirement Planning Services.
This is an onsite job position.
What We Offer Competitive pay. Generous benefits package, including company-subsidized healthcare plan, HSA contributions, 401k matching program, paid time off, paid holidays, and company sponsored group life insurance. A small entrepreneurial team environment where you can take initiative and make an impact. Opportunity to grow your career in the retirement planning industry. Friendly, talented, and collaborative colleagues. A company culture that is passionate about helping others plan for retirement through education, financial strategy, and wealth investment. Company provided computer and business expense allowances. Career development through continuous learning principles. Community engagement and volunteerism program. Professional development tuition reimbursement program. Professional working environment in Class-A office space
I. CLIENT SERVICES New and Existing Client Business Submission: Submit, track, and confirm business for Retirement Plans. Track and confirm processing of new business submissions. Focus on ways to continue to drive value to Retirement Plan clients.
Support the Retirement Plan Service Model for Retirement Plans Communicate with clients to provide general problem resolution. Schedule Committee meetings and prepare the meeting review documents for distribution 2-weeks prior to the scheduled meeting. Manage and drive follow-ups from Committee meetings to ensure items are completed. Confirm newly eligible participants with plan sponsor and assist with enrolling participants in the Plan by providing enrollment information. Assist and guide participants with rollovers and distributions. Schedule, prepare and drive follow-ups from Participant Education Meetings. Distribute Newsletter to Retirement Plan participants and maintain participant contact information list. Send communication emails to Retirement Plan clients on a quarterly basis. Serve as liaison between the Plan Sponsor and Recordkeeper to understand client-specific problems and proactively drive client to resolutions. Manage and Drive Offboarding of Retirement Plan Clients when necessary.
II. OPERATIONS SERVICES Maintain all files and customer-relationship management data for Retirement Plan Clients. Work with Team to proactively implement and manage ongoing service requirements for Retail clients through Standard Operating Procedures. Maintain Retirement Client files, customer-relationship management, and workflows in A360, Monday.com, RPAG and Venrollment. Assist Advisors with preparation of annual client file audits and personal producer interviews. Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and abilities required for this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience A Bachelor’s Degree or higher (preferably in business or finance) from an accredited four-year college or university; three or more years’ experience in a client and/or account role in the financial or investment industry; or equivalent combination of education and experience.
Computer Skills Intermediate to advanced skills in Microsoft Office. One or more years’ experience using Microsoft Outlook. Applicant should be proficient in working with Windows operating systems and adept at learning new software applications. Successful candidates must be familiar with financial and wealth planning software platforms (e.g., eMoney, A360, and Monday.com).
Language Skills Must possess the ability to read and comprehend instructions, correspondence, and memos; ability to write correspondence; ability to effectively communicate with superiors, vendors, prospects, and clients, and the general public.
Interpersonal Skills Ability to communicate clearly and effectively both orally and in writing, present a professional image at all times, gain the trust and confidence of others, work cooperatively with a variety of individuals, and always project a positive attitude.
Reasoning Ability Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form; ability to deal with problems involving several variables.
CONFIDENTIALITY:
The Client Relationship Coordinator will be exposed to a wide variety of sensitive and privileged financial information and must be able to discern the appropriate manner in which such information must be handled and protect the integrity of such information at all times.
Location : This is an onsite position with a typical work schedule of 8am-5pm, M-F. A varying schedule may apply during peak business needs.
The employee will spend a large portion of his/her time at a desk, although the employee may at times be required to travel to business/office location(s).
Job Description Description: R.P.C.G., LLC (R.P.C.G.) is looking for a Client Relationship Coordinator to join its wealth investment and retirement planning team in Charlotte, North Carolina. The Client Relationship Coordinator is responsible for supporting R.P.C.G.’s Retirement Plan Model. This position communicates with clients on a frequent basis to educate them on retirement plans and other client-relationship management service.
The Client Service Coordinator communicates with clients on a frequent basis to educate them on retirement plans and other client-relationship management services. Key areas of responsibility include Client Communication and Retirement Planning Services.
This is an onsite job position.
What We Offer Competitive pay. Generous benefits package, including company-subsidized healthcare plan, HSA contributions, 401k matching program, paid time off, paid holidays, and company sponsored group life insurance. A small entrepreneurial team environment where you can take initiative and make an impact. Opportunity to grow your career in the retirement planning industry. Friendly, talented, and collaborative colleagues. A company culture that is passionate about helping others plan for retirement through education, financial strategy, and wealth investment. Company provided computer and business expense allowances. Career development through continuous learning principles. Community engagement and volunteerism program. Professional development tuition reimbursement program. Professional working environment in Class-A office space
I. CLIENT SERVICES New and Existing Client Business Submission: Submit, track, and confirm business for Retirement Plans. Track and confirm processing of new business submissions. Focus on ways to continue to drive value to Retirement Plan clients.
Support the Retirement Plan Service Model for Retirement Plans Communicate with clients to provide general problem resolution. Schedule Committee meetings and prepare the meeting review documents for distribution 2-weeks prior to the scheduled meeting. Manage and drive follow-ups from Committee meetings to ensure items are completed. Confirm newly eligible participants with plan sponsor and assist with enrolling participants in the Plan by providing enrollment information. Assist and guide participants with rollovers and distributions. Schedule, prepare and drive follow-ups from Participant Education Meetings. Distribute Newsletter to Retirement Plan participants and maintain participant contact information list. Send communication emails to Retirement Plan clients on a quarterly basis. Serve as liaison between the Plan Sponsor and Recordkeeper to understand client-specific problems and proactively drive client to resolutions. Manage and Drive Offboarding of Retirement Plan Clients when necessary.
II. OPERATIONS SERVICES Maintain all files and customer-relationship management data for Retirement Plan Clients. Work with Team to proactively implement and manage ongoing service requirements for Retail clients through Standard Operating Procedures. Maintain Retirement Client files, customer-relationship management, and workflows in A360, Monday.com, RPAG and Venrollment. Assist Advisors with preparation of annual client file audits and personal producer interviews. Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and abilities required for this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience A Bachelor’s Degree or higher (preferably in business or finance) from an accredited four-year college or university; three or more years’ experience in a client and/or account role in the financial or investment industry; or equivalent combination of education and experience.
Computer Skills Intermediate to advanced skills in Microsoft Office. One or more years’ experience using Microsoft Outlook. Applicant should be proficient in working with Windows operating systems and adept at learning new software applications. Successful candidates must be familiar with financial and wealth planning software platforms (e.g., eMoney, A360, and Monday.com).
Language Skills Must possess the ability to read and comprehend instructions, correspondence, and memos; ability to write correspondence; ability to effectively communicate with superiors, vendors, prospects, and clients, and the general public.
Interpersonal Skills Ability to communicate clearly and effectively both orally and in writing, present a professional image at all times, gain the trust and confidence of others, work cooperatively with a variety of individuals, and always project a positive attitude.
Reasoning Ability Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form; ability to deal with problems involving several variables.
CONFIDENTIALITY:
The Client Relationship Coordinator will be exposed to a wide variety of sensitive and privileged financial information and must be able to discern the appropriate manner in which such information must be handled and protect the integrity of such information at all times.
Location : This is an onsite position with a typical work schedule of 8am-5pm, M-F. A varying schedule may apply during peak business needs.
The employee will spend a large portion of his/her time at a desk, although the employee may at times be required to travel to business/office location(s).