Account Manager - Retirement Compliance
Job Summary
Providing superior customer service, the full-time remote Account Manager - Retirement Compliance will manage relationships with approximately 100 Comprehensive clients, ensuring compliance with regulations, conducting reviews, and supporting team development.
Key responsibilities
- Deliver timely customer service and issue resolution to clients and advisors
- Maintain client relationships to achieve a high retention rate while interpreting plan documents and communicating improvements
- Review compliance testing, contribution calculations, and assist with Form 5500 filings and audits
Required qualifications
- 5+ years of experience in defined contribution retirement compliance and service
- Minimum of 1 year in an Account Manager or similar role in retirement administration
- QKA designation required or willingness to attain
- Excellent client relationship skills and mastery of administrator functions
- Knowledge of Excel and experience with FT Williams strongly desired
Complete Job Description
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