Retirement Plans - Client Relationship Coordinator

HANYS - Healthcare Association of New York State
401(k), 403(b), retirement plan
United States, New York, Rensselaer
1 Empire Drive (Show on map)
Jun 03, 2025
Title Retirement Plans - Client Relationship Coordinator EOE Statement As an Equal Opportunity / Affirmative Action Employer, It is the Healthcare Association of New York State ("HANYS")'s policy to not discriminate against any employee or applicant for employment because of their race, color, religion, sex, or national origin or because they are an individual with a disability or disabled veteran, Armed Forces service medal veteran, recently separated veteran, or active duty wartime or campaign badge veteran, hereinafter referred collectively as "protected veterans," or any other characteristics protected under applicable law. It is also HANYS' policy to take affirmative action to employ and to advance in employment, all persons regardless of their status as individuals with disabilities or protected veterans, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay, or other forms of compensation and selection for training, including apprenticeship, at all levels of employment. Position Retirement Plans - Client Relationship Coordinator Division TruePlan Benefit and Retirement Advisors Description The Healthcare Association of New York State (HANYS) is seeking a Client Relationship Coordinator within TruePlan Benefit and Retirement Advisors (TruePlan). TruePlan is an industry leader in employee benefits and retirement plan consulting. TruePlan delivers tangible business results to finance and human resource leaders, enabling them to enhance plan offerings while remaining competitive and reducing overall plan costs. Reporting to the Director, Retirement Plan Services this position will be responsible for managing all aspects of the client relationship by acting as an internal partner for the Retirement Services division. This is a hybrid position based in Rensselaer, NY and applicants must live within a commutable distance from our office. The salary for this position is between $55,000 and $60,000. Payrate offered will be based on the successful candidate's relevant experience, knowledge, skills, and abilities and in consideration of internal equity. Key responsibilities include but are not limited to: Maintain a strong and trusting relationship with clients to ensure we are providing superior customer service. Handle any specific client questions or distribute questions to the appropriate party. Run / Provide any requested reports or data- especially quarterly investment performance reports, demographics, operational reviews, etc. Convey any plan and investment changes to vendors, coordinate documents for execution and assisting with plan participant notices. Prepare additional meeting materials. Occasionally assist with answering and preparing RFPs, proposals, investment mapping strategies, etc. for existing business and new prospects. Attend meetings virtually or via phone to take meeting notes and transcribe them for distribution and enter into CRM system. Ensure follow up items are completed after each meeting. Review received paperwork for client accounts and take any needed action. Assist with event planning related to retirement clients, prospects, and business partners, such as organizing webinars and scheduling meetings. Qualifications: Associate degree plus 2 years of related experience required or Bachelor's degree in a related field is preferred. Experience with related products or client experience is desirable and may substitute for education requirement. New York State Life, Accident and Health license and FINRA 6, 63 & 65 obtained within a reasonable amount of time (12-18 months) post hire. Must have the ability and confidence to build trusting relationships with senior level staff. Working knowledge of and remaining current in regulations governing various types of retirement plans, including, but not limited to, 403(b), 401(k), and nonqualified plans is preferred. Must be proficient in Microsoft Office (Outlook, Word, Excel, and PowerPoint). Must be able to multitask in a fast-paced environment with quick, quality turnaround. Must be motivated, enthusiastic, and have exceptional human relations and long-term relationship building skills to anticipate needs of service team and clients. Must possess excellent attention to detail, project management and organizational skills. Must be able to prioritize duties and act independently. Position Requirements About the Organization HANYS is the only statewide hospital and continuing care association in New York. We are located near Albany and represent 500 not-for-profit and public hospitals, nursing homes, and other healthcare organizations. Our members are not only the largest providers of inpatient and outpatient care, and essential providers of primary care, they are among the largest employers in many communities. We harness the power of a unified statewide membership and collaborate with regional, state, and national associations. HANYS advocates before Congress, the Governor's office, the State Legislature, and state and federal agencies. We also provide education, data analytics, quality improvement initiatives, and operational assistance to help our members navigate the complexities of healthcare reform, and achieve the 'Triple Aim' of better care, better health, and lower costs. This position is currently accepting applications. Apply Now