Account Manager

Job Summary

Building and maintaining strong client relationships, the full-time Account Manager will manage administrative tasks, sales support, and client monitoring for retirement plans while working in a hybrid environment based in Houston or Amarillo, TX.

Key responsibilities

• Manage administrative operations for group client retirement plans, ensuring timely and accurate responses to plan sponsors' requests
• Research and deliver insights on plan activity and operations to group clients, coordinating requests and overseeing problem resolution
• Collaborate with relationship managers to support sales and retention efforts, conducting operational reviews and identifying areas for improvement

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 client insights
• Proven ability to build relationships and influence stakeholders in client meetings