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Job Listings Job Title Category Location Keywords
  Client Relationship Manager
 Appleton / Open

Description:

Serve as the primary relationship manager for a block of clients with Defined Contribution Plans. Partner with TRA Internal Sales and external Plan Advisors, to satisfy the needs of our Plan Sponsors. This position can be located remotely.

 

Responsibilities:

  • Develop and maintain a mutually beneficial relationship with Plan Sponsors, Plan Advisors and Plan Providers for an assigned caseload of Defined Contri...
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Client Relationship Manager Consulting Appleton / Open Retirement Plan Consultant 2014
  Compliance Analyst
 Appleton / Open

Description:

Provide timely and accurate customer service for clients with Defined Contribution and Defined Benefit Plans, along with providing compliance and government form production support to the internal Client Relationship Managers. Partner with TRA Internal Sales and external Plan Advisors, to satisfy the needs of our Plan Sponsors.

 

Responsibilities:

  • Oversee compliance activities for assigned Defined Contributi...
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Compliance Analyst Consulting Appleton / Open Compliance Analyst
Job Listings Job Title Category Location Keywords