403(b) Account Manager

Location: Remote

Compensation: Salary

Reviewed: Tue, Apr 28, 2026

This job expires in: 30 days

Job Category: Marketing

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Education Level: Some College

Job Summary

A company is looking for a 403 (b) Account Manager.

Key Responsibilities

Provides superior customer service and resolves client issues
Performs compliance testing and prepares government forms related to 403(b) plans
Maintains client relationships and ensures high retention rates

Required Qualifications

College degree or 7+ years of retirement experience
Minimum of 3 years in an account manager or similar role in retirement administration
QKA designation required or willingness to attain
Mastery of administrator functions and skills
Experience with Relius and Salesforce strongly desired

COMPLETE JOB DESCRIPTION

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