Top 17 Relationship manager Jobs in Portsmouth Nh

Relationship Manager
Compass Retirement Consulting Group/Compass 360, LLC —Stratham, NH
- $65,000 - $80,000 a year
- Full-time
- Remote
- Microsoft Outlook
- Mid-level
- 3 years
VP, Commercial Banking Senior Relationship Manager
Bangor Savings Bank —Portsmouth, NH
- $136,956 - $237,929 a year
- Full-time
- Computer literacy
- Office
- Finance
Commercial Relationship Manager
Eastern Bank —Portsmouth, NH
- $136,599 - $224,413 a year
- Full-time
- Microsoft Excel
- 5 years
- Computer literacy
- Disability insurance
- Health insurance
Quick Apply
Relationship Banker I - North Hampton
TD Bank —North Hampton, NH
- $22.50 - $29.00 an hour
- Full-time
- Basic math
- Office
- High school diploma or GED
- Health insurance
- Paid time off
Relationship Banker
M&T Bank —Raymond, NH
- $23.84 - $39.74 an hour
- Full-time
- Bilingual
- Computer literacy
- Research
8d
Relationship Banker - New Hampshire Seacoast Market
Bank of America —Hampton, NH
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
Relationship Banker I - Epping, NH
TD Bank —Epping, NH
- $22.50 - $29.00 an hour
- Full-time
- Basic math
- Office
- Residential
- Health insurance
- Paid time off
11d
Relationship Banker - Stratham, NH
JPMorganChase —Stratham, NH
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Wealth Management Relationship Specialist
First Seacoast Bank —Dover, NH
- Full-time
- Research
- Mid-level
- Office
Quick Apply
Relationship Banker I (US) - York, Maine
TD Bank —York, ME
- $22.50 - $29.00 an hour
- Full-time
- Basic math
- Office
- High school diploma or GED
- Health insurance
- Paid time off
Relationship Banker
Newburyport Five Cents Savings Bank —Salisbury, MA
- $21.00 - $24.68 an hour
- Part-time
- Basic math
- High school diploma or GED
- Business development
Quick Apply
Relationship Banker II Float (US) - Plaistow, NH
TD Bank —Plaistow, NH
- $23.25 - $30.75 an hour
- Full-time
- Mid-level
- Health insurance
- Paid time off
8d
Relationship Banker I - Plaistow, NH - Bilingual Spanish Preferred
TD Bank —Plaistow, NH
- $22.50 - $29.00 an hour
- Full-time
- Spanish
- Basic math
- Office
- Health insurance
- Paid time off
Senior Relationship Banker
Newburyport Five Cents Savings Bank —Newburyport, MA
- $21.39 - $25.67 an hour
- Weekends as needed
- Management
- Office
- High school diploma or GED
Quick Apply
7d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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VP, Commercial Banking Senior Relationship Manager
Bangor Savings Bank —Portsmouth, NH
Driver’s license and reliable transportation required. The Senior Relationship Manager is expected to exercise sound independent judgment, demonstrate strong…
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Relationship Manager I - Business Banking
PNC Financial Services Group —Worthington, OH
As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal…
$75,000 - $125,000 a year
2d
Relationship Manager II - Business Banking
PNC Financial Services Group —Powell, OH
As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk for more complex credit requests by utilizing knowledge of…
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Relationship Manager

Compass Retirement Consulting Group/Compass 360, LLC -
Stratham, NH

Apply Now

Job Details

Full-time
$65,000 - $80,000 a year

Qualifications

Benefits administration
Defined contribution retirement plans
Record keeping
Computer operation
Customer relationship building
Phone communication
Managing clients in a customer support role
Managing financial planning clients
Video conferencing software
Customer relationship management
Cross-functional collaboration
Video conferencing systems operation
Client interaction via phone calls

Full Job Description

Description:

Job Summary:

The Relationship Manager will serve as the main daily contact for clients and be expected to help gather data, answer questions, explain testing and calculation results, and conduct annual plan or fiduciary reviews. This will require effective verbal and written communication skills, and someone who enjoys client interaction. The Relationship Manager should be able to rely on their technical plan knowledge to effectively communicate and manage the ongoing client relationship.

Duties/Responsibilities:

Communicate directly with clients to ensure annual census and other required plan information is received timely.
Review annual census and data questionnaire to ensure complete and accurate.
Download necessary information on plan assets for assigned clients from vendor websites.
Provide data to the administration team so they can perform annual testing (ADP/ACP, 402(g), Top Heavy determination, 410(b), etc.) accurately and timely.
Correct plan errors and late deferrals as needed.
Communicate failed test results to the client in a clear and concise manner to ensure the client understands the results. Complete correction forms for client and follow-up with client and vendors as necessary to ensure the corrections were made.
Explain employer contribution calculations and true-up contributions accurately and timely.
Ensure required projections, tests, and calculations are completed and presented to the client as needed.
Ensure required government forms (Form 5500, 5330, 5558, etc.) are filed accurately and timely as required.
Manage ongoing client communication, timely follow-up on outstanding items, and specific needs for individual clients.
Conduct plan sponsor fiduciary reviews annually with 3(16) clients.
Identify 70.5 and force out distributions for balances under $7,000.?
Work directly with large plan auditors and/or DOL/IRS auditors as requested.
Perform other tasks as requested.
Work with billing representatives to ensure clients’ questions are answered on a timely basis.
Request and enter address or contact changes in Pension Pro.
Consult with plan sponsors on needed plan amendments and launch project in Pension Pro. Ensure delivery of documents and
Consult with plan sponsors on needed plan amendments and launch project in Pension Pro. Ensure delivery of document and collection of signatures.
Consult with Liaison with 3(16) plans to ensure payroll issues are resolved, gather census information, and facilitate the processing of additional employer contributions.

Requirements:

Required Skills/Abilities/Certifications:

Exceptional verbal and written communication skills using clear and grammatically correct language.
Exceptional interpersonal and customer service skills.
Ability to analyze, problem solve, be proactive, and demonstrate initiative.
Robust time management and organizational skills with the ability to multi-task required.
Comprehensive knowledge and understanding of retirement plans and record-keeping platforms.
Ability to work both independently and in a collaborative team environment.
Superb attention to detail with the ability to meet deadlines.
Ability to function well in a high-paced environment.
Independently manage a book of business of plans with less than 100 participants.

Education and Experience:

Preferred Bachelor Degree in accounting, finance, or related field.
3 or more years of related experience in the retirement plan industry.
Experience using Datair, Pension Pro, and other retirement plan verification and calculation software platforms preferred.
Proficient with Microsoft Office Suite applications, especially Outlook and Excel.
Completion of the ASPPA RFP course or the ability to complete the course within one year.

Working Conditions and Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer are required.
Requires the ability to operate a computer, phone, keyboard, mouse, and other related office equipment.
Requires the ability to communicate and exchange information to others over phone or video conferencing software.
The ability to see and observe printed or electronic information on computer monitors.
Working conditions include a normal indoor office environment. If remote in the employee’s home, the space should be free of interruptions with minimal background noise.
Regular work hours should match those hours of the clients and other employees are working which is generally Monday through Friday in the 7:00am – 6:00pm range.

POSITION CAN BE FULLY REMOTE OR HYBRID IN OUR STRATHAM, NH OFFICE.

Apply Now

Refine Your Search

relationship manager jobs in portsmouth nh

Relationship Manager

VP, Commercial Banking Senior Relationship Manager

Commercial Relationship Manager

Relationship Banker I - North Hampton

Relationship Banker

Relationship Banker - New Hampshire Seacoast Market

Relationship Banker I - Epping, NH

Relationship Banker - Stratham, NH

Wealth Management Relationship Specialist

Relationship Banker I (US) - York, Maine

Relationship Banker

Relationship Banker II Float (US) - Plaistow, NH

Relationship Banker I - Plaistow, NH - Bilingual Spanish Preferred

Senior Relationship Banker

Relationship Manager – Private Wealth & Tax Solutions

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