Hybrid Retirement Plan Account Manager

Posted 3 hours ago

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About the role

  • Retirement Plan Account Manager providing day-to-day plan administration support. Collaborating with clients and teams to ensure compliance and operational efficiency in retirement plans.

Responsibilities

  • Provide day to day plan administration support to plan sponsors, advisors, and Third-Party Administrators
  • Communicate with clients, management, and legal counsel on potentially litigious situations
  • Support incoming toll-free inquiries minimum of 75% per day

Requirements

  • Associates Degree
  • 2+ years of customer experience working in fast paced environment.
  • Microsoft Office Suite with focus on Excel.
  • Demonstrated written and verbal communication skills.
  • Ability to problem solve independently.

Benefits

  • medical
  • dental
  • vision
  • a 401(k) plan
  • paid time off

Job title

Retirement Plan Account Manager

Job type

Experience level

JuniorMid level

Salary

$48,000 - $60,000 per year

Degree requirement

Associate's Degree

Location requirements

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