Account Manager

Role Overview

• Manage workflows and communications for retirement plan Trustees and Participants
• Develop analysis on retirement options and performance
• Prepare client presentations and reporting
• Attend client enrollment and ongoing support meetings
• Serve as primary contact for assigned plan sponsors, advisors, and brokers for more complex or sensitive plans
• Act as liaison between plan sponsors and various internal groups
• Promote customer satisfaction through effective service delivery
• Ensure prompt and effective response to all plan sponsor inquiries
• Respond to plan sponsor's requests on a variety of issues, including plan amendments
• Assist with compliance testing

Requirements

• 5+ years of experience working with or servicing 401(k)s & Retirement plans
• 4-year Bachelor's Degree
• Strong attention to detail

Benefits

• medical
• dental
• vision
• disability
• life insurance
• retirement savings
• paid time off
• paid holidays