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
Complete Job Description
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