This job’s main focus is to service existing clients, Plan Sponsors, and plan participants and develop new clients as well as develop and cultivate relationships with internal bank partners, external advisors, and centers of influence.  All tasks are to be performed within the limits and expectations of the current policies and procedures, in collaboration with the Firm Operations unit, and the expectations and instructions of the managing supervisor.

This position may be filled as a Level I, II or III.  Additional responsibilities and qualifications apply.