Account Manager

Job Summary

A company is looking for an Individual Account Manager to manage distribution relationships and ensure client satisfaction.

Key Responsibilities

• Serve as the primary point of contact for advisors, TPAs, and plan sponsors, addressing requests and providing support
• Build and maintain client relationships to ensure retention and facilitate organic growth
• Coordinate with internal teams to resolve client-related issues and ensure smooth onboarding of new clients

Required Qualifications

• 3-5 years of client relationship management experience, preferably in the retirement industry
• Bachelor's degree preferred but not required
• Knowledge of Non-ERISA plans (IRAs, 403b, 457)
• Experience in coordinating and running client meetings
• Proficiency in Salesforce and Microsoft Office applications