3(16) Account Manager

Location: Remote
Compensation: Salary
Reviewed: Mon, Apr 13, 2026
This job expires in: 29 days

Job Summary

A company is looking for an Account Manager.

Key Responsibilities
  • Main point of contact for clients and advisors, providing high-level service
  • Ensure timely feedback and resolution of client inquiries
  • Prepare and discuss compliance testing and government forms with clients
Required Qualifications, Training, and Education
  • 5+ years of experience in defined contribution retirement compliance and service
  • Ability to manage a caseload of 55-65 defined contribution plans
  • Experience with Multiple Employer Plans (MEPs) preferred
  • Working knowledge of Microsoft Office and compliance software
  • Previous experience in a remote work environment

COMPLETE JOB DESCRIPTION

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