Company Overview
Daybright Financial is one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work - USA”certification and serve more than18,000 employer groups and 3.6 million plan participants nationally in the K-12, Corporate and Government markets.
For more information about Daybright Financial, please visit our website: www.daybright.com.
We are currently seeking a full-time Client Relations Manager to join our Public Sector Solutions Segment within our OMNI & TSACG Compliance Services team.
This is a hybrid position for candidates located in NY or FL.
Join a people-centered team who are focused on helping the public, non-profit and private sectors take care of both the health and financial wellness of their #1 resource – their people, enabling communities to be served and organizations to grow.
Job Description
The Client Relations Manager works closely with clients, internal teams, and investment providers to support the administration and documentation of 403(b) and 457(b) retirement plans. This role ensures required plan documents, adoption agreements, authorized investment provider lists, and client records are accurate, complete, and maintained in accordance with applicable regulations.
Responsibilities
- Assess, review, and submit proper documentation in compliance with 403(b) and 457(b) regulations.
- Creating and/or amending plan documents, and adoption agreements while obtaining client signatures as needed.
- Modifying authorized investment provider list upon notification of a possible conflict, omission, and/or addition by either client, department, and/or team member.
- Ability to provide customer service to both external internal clients via telephone and email.
- Work on special projects as needed and/or assigned.
- Answers to technical and compliance questions from clients regarding 403(b) and 457(b) plan administration.
- Working alongside investment providers to ensure all client documentation is in place permitting plan transactions.
- Ability to maintain our internal client management system up to date.
- Providing follow-up services on client inquiries, as needed.
Education and Experience
- High School Diploma or GED, some college or AA degree preferred.
- 2+ years of office clerical experience preferred.
- 3-5 years’ experience as a relationship manager or equivalent work experience.
- Experience with Microsoft Office.
- Detail oriented, organized, ability to multi-task and prioritize work.
- Excellent communication skills- must demonstrate professionalism and tactfulness when interacting with both internal and external stakeholders.
- Ability to maintain and safekeep confidential information.
- Must treat all team members and colleagues fairly and with respect.
- Exceptional analytical and critical thinking skills.
- Ability to work independently with strong time management skills.
Pay: $18.25 - $23.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Referral program
- Vision insurance
Experience:
- Relationship management: 2 years (Required)
Location:
- Rochester, NY 14607 (Preferred)
Work Location: Hybrid remote in Rochester, NY 14607
