403(b) Account Manager

Job Summary

Maintaining client relationships and ensuring compliance, the full-time remote 403(b) Account Manager will manage contributions calculations, prepare government forms, and provide superior customer service while working closely with clients and auditors.

Key responsibilities:

• Provides timely customer service and issue resolution to clients and advisors
• Maintains high client retention rates and interprets plan documents to communicate improvements
• Performs compliance testing and prepares government forms, working directly with auditors

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