401(k) plans β’ Cash balance plans β’ New comparability plans β’ Retirement plans β’ 403(b) plans
51 - 200
June 3
πΊπΈ United States β Remote
π΅ $88k - $120k / year
β° Full Time
π Senior
π° Account Manager
401(k) plans β’ Cash balance plans β’ New comparability plans β’ Retirement plans β’ 403(b) plans
51 - 200
β’ Maintain client and advisor relationships β’ Manage a caseload of more complicated plans β’ Perform work product review and manage workload β’ Provide superior client service and consult with clients β’ Proactively communicate with clients and investment advisors β’ Collaborate with other departments for a great client experience β’ Work according to company policies and procedures
β’ Ten or more years of 401(k) plan administration experience β’ NIPA or ASPPA credentials β’ College degree β’ Superior knowledge of various 401(k) plan testing and administration topics β’ Excellent written and verbal communication skills β’ Excellent time management and organizational skills β’ Ability to proactively manage a book of business β’ High level of critical thinking β’ Committed to lifelong learning and coachable
β’ Medical, dental, disability, and life insurance β’ Paid time off β’ 401(k) plan with employer match
Apply NowMay 31
11 - 50
πΊπΈ United States β Remote
π° Seed Round on 2020-03
β° Full Time
π‘ Mid-level
π Senior
π° Account Manager