Account Manager

Job Summary

Managing a diverse portfolio of retirement plans, the full-time Account Manager will build strong client relationships, oversee administrative management, and drive operational excellence while working in a hybrid environment across multiple locations.

Key responsibilities

• Build and maintain strong client relationships while delivering excellent customer service
• Manage administrative tasks for group client retirement plans, ensuring timely and accurate responses to plan sponsors' requests
• Collaborate with internal teams to support sales and retention efforts through regular client meetings and operational reviews

Required qualifications

• Bachelor's degree or equivalent relevant experience
• 4+ years of retirement plan administration experience with knowledge of defined contribution plans and pension types
• Preferred certifications include QKA, QKS, or QKC
• Strong analytical skills with the ability to translate data into meaningful insights for clients
• Proven ability to build relationships and influence stakeholders in a client-facing environment