Account Manager II - TPA

Job Summary

A company is looking for an Account Manager II - TPA.

Key Responsibilities

• Manage proactive relationships with clients, advisors, and third-party administrators for retirement plans
• Ensure client retention and satisfaction through exceptional customer service and effective communication
• Oversee annual and operational activities related to assigned plans, ensuring compliance and timely administration

Required Qualifications, Training, and Education

• 2-4 years of relevant professional experience in defined contribution/financial services
• Experience in client-facing roles related to plan administration, implementation, and compliance
• Bachelor's degree in a related field or equivalent combination of education and experience
• Professional certification such as ASPPA CPC, QKA, QPA, or NIPA (APA) preferred or in progress