Client Support (Relationship Manager support) - American Technology Consulting

The skill sets we are looking for relate to supporting our senior relationshipmanagers. Client support and administrative tasks come to mind. Most of theapplicants we received in the first round had an “IT” background rather than arelationship management focus. We are open to different backgrounds andexperiences. However, did not see a strong correlation between candidates andthe position description/functional title.Position Purpose:This position will be responsible for assisting Relationship Managers withsupporting the overall business relationship with each assigned existing andpotential municipality and/or member. This position will assist in themanagement and coordination of current and new business development, pensionplan contract management, client satisfaction, and dispute resolution.Description of Duties:Assists with the maintenance of client paperwork, files, records, anddocumentation accurately and in compliance with standards and best practices.Assists in coordinating client meetings, appointments, and follow-up asrequired. Helps prepare and distribute meeting agendas, minutes, and actionitems.Acts as a point of contact for municipalities and/or members, assists withhandling inquiries and resolving issues promptly, accurately, andprofessionally.Contributes to the preparation of client communications, reports, andpresentations as needed.Collaborates with the Chief Programs Officer, Director of Client Relations,Relationship Managers, or other professional staff to ensure municipalitiesand/or members receive exceptional service and support.Collaborates closely with the Chief Programs Officer, Director of ClientRelations, Relationship Managers, or other professional staff to prepare variousoperational and activity reports. This entails the preparation of said reportsin final and/or draft form and often requires the gathering of statistical orother information.Compiles and analyzes data to identify trends, opportunities, and areas forimprovement.Assists in preparing regular and ad-hoc reports for municipalities, members, andinternal stakeholders. Collaborates with the team to develop insights andrecommendations based on data analysis.Maintains knowledge of PMRS’ base plan documents associated with defined benefitand cash balance plans as well as a working understanding of plan-specificadoption agreements that set forth specific provisions of each pension planunder management. Understands relevant functional and legal differences amongIRS qualified retirement plans eligible for local government use, the keyemployer fiduciary obligations and plan administration responsibilitiesassociated with PMRS-administered pension plans, and the specific informationcontained in PMRS’ member-related statements and calculations.Ensures compliance with regulatory requirements and internal policies related topension administration. Assists in conducting risk assessments, audits, andcompliance reviews.Collaborates with the team to implement risk mitigation strategies and controlmeasures.Participates in training sessions and workshops to enhance knowledge of pensionadministration services.Assists in onboarding new team members and provides ongoing support andguidance. Contributes to the development of training materials and resources forinternal use.Participates in special projects as assigned by the Chief Programs Officer,Director of Client Relations, Relationship Managers, or other professionalstaff.Represents the Pennsylvania Municipal Retirement System in meetings and performsand/or coordinates various administrative functions and other related duties asassigned.Decision Making Responsibilities:This position is expected to work with a high degree of independence withsupervision being general in nature with work being reviewed for results.Assignments are provided by, but not limited to: the Chief Programs Officer,Director of Client Relations, Relationship Managers, and other professionalstaff as appropriate. Work is reviewed prior to assignment and upon completionwith discussions of important issues or unique circumstances as required.Long-term projects are assigned in the form of goals, expected outcomes, andtimeframes, allowing the incumbent to determine the best course of action(s) toachieve the desired outcome. Consultation is expected with management whensituations have unusually broad implications, are of a sensitive nature, or havea significant impact.Essential Functions: 1. Communicates effectively, both orally and in writing 2. Interprets applicable policies and procedures 3. Organizes, prioritizes, and monitors work assignments 4. Develops and finalizes correspondence, presentations, contracts, and reports 5. Establishes and maintains effective working relationships 6. Understands pension administration concepts and practices 7. Applies legislative and policy requirements 8. Diagnoses and troubleshoots problems 9. Uses personal computer, associated software, and standard office equipment 10. Logs and tracks correspondence and client communication