401(k) Client Account Manager

Job Summary

Managing a designated portfolio of retirement plan clients, the full-time 401(k) Client Account Manager will serve as the primary point of contact, ensuring effective communication and high-quality service while working remotely from specific states in the U.S.

Key responsibilities

• Own and manage day-to-day client relationships for a variety of retirement plans, ensuring client satisfaction and retention
• Coordinate information flow between clients, advisors, and internal teams, maintaining clear and timely communication
• Proactively assess relationship health, identify service gaps, and recommend strategies for improvement and engagement

Required qualifications

• 3-5 years of experience in Customer Success, Account Management, or a client-facing role
• 3+ years of experience in the 401(k) industry
• Bachelor's degree in Business or a related field preferred, or equivalent work experience
• RPF certification to be completed within 6 months of hire; relevant industry credential (e.g., QKA or QKS) within 18 months
• 2+ years of experience with Salesforce preferred