Relationship Manager

Position Summary

Advantage Benefits Group (ABG) is Michigan’s largest independent, locally owned employee benefits firm and has been providing comprehensive consulting services to employers throughout the business community since 1997. ABG was founded on retirement plan consulting, and today our experienced team works closely with clients to manage, monitor, enhance, and optimize their retirement plans while ensuring compliance with ever-changing regulations. We help ease the administrative burden for employers and empower participants to achieve their retirement goals.

Headquartered in the heart of downtown Grand Rapids, we pride ourselves on cultivating a fun and inclusive workforce and maintaining a key focus on recruiting and retaining top talent. Our office environment is known for its fun and inclusive culture, strong leadership, and collaborative team spirit, making it an excellent place for professional growth and continuous learning.

The Relationship Manager supports the Retirement Plan Advisor in servicing and growing client relationships by managing client communications, coordinating plan administration, supporting new client implementations, and delivering ongoing retirement plan consulting services.

Essential Functions

· Serve as the primary contact for retirement plan clients, responding to inquiries, supporting ongoing service needs, and building strong client relationships.

· Partner with the Retirement Plan Advisor to manage client onboarding, plan implementations, annual reviews, employee education meetings, and ongoing communication.

· Coordinate with third-party vendors and service providers to support plan administration, evaluate service levels, and facilitate vendor transitions when needed.

· Support retirement plan compliance and due diligence efforts, including client notifications, reporting, and ongoing regulatory assistance.

· Prepare client deliverables such as proposals, plan performance reports, review materials, presentations, and participant education resources.

· Maintain accurate client records, develop departmental resources and procedures, and provide administrative support for client service and special projects.

Competency

· Basic knowledge of retirement plans, investments, or financial services.

· Excellent communication, relationship-building, and customer service skills.

· Strong organizational, analytical, and problem-solving abilities with attention to detail.

· Ability to manage multiple priorities, meet deadlines, and work both independently and collaboratively.

· Proficiency in Microsoft Office and other business applications.

· Professional, proactive, and client-focused mindset.

Credentials/Experience

· Bachelor’s degree and/or relevant industry experience preferred.

· Industry-related licenses, registrations, or professional designations (e.g., FINRA Series 6, Series 63, Series 65/66, CRPS®, CPFA®, or similar) are preferred but not required.

Work Environment

· Temperature controlled pet friendly office environment with individual cubical-like workspaces; low noise level

Physical Requirements

· Prolonged periods of sitting at a desk and working on a computer

· Physical attendance in the office is required

· Use hands to finger, handle, or feel; Reach with hands and arms; regularly talk or hear

· Must be able to travel as needed to meet with clients

Why work with Advantage Benefits Group?

We are an independently owned employee benefits agency. This means we are accountable to our team and our clients, not shareholders or venture capital owners. We’re constantly reinvesting in our people and technology to provide best in class and innovative employee benefit solutions. We practice what we preach – each ABG team member receives an incredible benefits package:

Medical coverage with employer contribution to Health Savings Account, dental, vision, group life, voluntary life, short & long-term disability, 401k with company match, paid time off, paid parking, incredible workspace Downtown Grand Rapids, company sponsored social events & outings, community event sponsorship, a fun, creative work environment! We look forward to your application.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person