KEY ACCOUNTABILITIES:Compliance Testing & Contribution CommunicationDeliver compliance testing results and contribution calculations prepared by Consultants; serve as the client's point of contact for related questionsFiduciary File DeliveryReview the annual, system-generated fiduciary file (Broadridge/SRT) and prepare talking points and plan design observations prior to the client meetingDeliver the fiduciary file in a client meeting, using the opportunity to demonstrate value and discuss plan design changes that support the sponsor's goalsDocument fiduciary file meetings and resulting follow-ups in the CRMYear-End Data CollectionServe as the client's point of contact for questions related to the automated year-end data requestFollow up on outstanding or incomplete client submissionsEnrollment MeetingsLead initial enrollment meetings for onboarding (new) plansLead ongoing enrollment meetings for active plansIssue Triage & Resolution OwnershipPerform high-level research and triage of client-reported issues (e.g., payroll issues, reporting errors), resolving where possible or handing off to Support or Compliance with appropriate contextFor issues requiring assistance, convene the appropriate internal parties, drive the issue to resolution, and communicate the outcome back to the clientPlan Terminations & AmendmentsCoordinate plan terminations for assigned clientsInitiate plan amendments based on client requests, ideally driven by plan design improvements the RM has proactively identifiedService Agreement & Fee CommunicationServe as the client's resource for questions regarding the Client Service Agreement, including fees and the scope of servicesClient Touch PointsMaintain regular touch point meetings with clients, with particular emphasis on the largest revenue-producing relationshipsNote: Each responsibility above includes related administrative sub-tasks (data entry, documentation, scheduling, and routine follow-up), which the RM is expected to perform directly in the current model. They aim to deliver a white-glove service to our clients and plan participants through fast, high-quality responses and proactive communication, leveraging technology to empower their people to do their best work.