Job Description
Senior Account Manager, Retirement (Remote)
Position: Senior Account Manager, Retirement (Remote)
Job Description:
Our client is seeking an experienced Senior Account Manager to oversee a portfolio of small market retirement plans, ensuring compliance, timely government filings, and exceptional client service. In this role, you will be responsible for managing a caseload of 50-75 plans, including Solo(k), and serving as the primary point of contact for client inquiries related to compliance, tax reporting, audits, and plan administration. You will play a key role in client retention, operational efficiency, and fostering strong relationships within your book of business.
Essential Duties and Responsibilities:
- Manage a portfolio of 50-75 small market retirement plans (Solo(k) to 200 participants), ensuring seamless administration and compliance.
- Serve as the primary point of contact for a designated block of business, maintaining high client satisfaction and strong relationships.
- Perform compliance testing and Form 5500 filings, ensuring accuracy and timely completion.
- Resolve client inquiries related to compliance, tax reporting, audits, and IRS guidelines, providing clear and timely solutions.
- Drive client retention by identifying opportunities to enhance relationships and improve service quality.
- Collaborate with internal teams to ensure the accurate delivery of information and resolve service issues effectively.
- Assist in the introduction of new products and services to meet client needs.
- Develop and deliver compliance-focused communications to clients and participants, enhancing education and understanding.
Experience and Certifications Required:
- Bachelors Degree
- Highschool Diploma or GED
- At least 5 years of professional, retirement plan administration, and compliance experience
Skills Required:
- Possesses highly advanced and broad knowledge of industry and professional concepts, principles, practices, and procedures
- Possesses advanced knowledge of pertinent laws, regulations, and professional standards
- Expert use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Experience in coaching and teaching others
- Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
- Ability to travel as necessary (Possibly up to 10%)
Location