Account Manager with QKA Certification

Job Summary

Maintaining client relationships and ensuring compliance, the full-time remote Account Manager with QKA Certification will provide superior customer service, perform contributions calculations, and prepare Form 5500 while managing accounts independently under supervision.

Key responsibilities:

• Provides timely customer service and issue resolution to clients and advisors
• Maintains client relationships to achieve a high retention rate and interprets plan documents
• Prepares Government Forms such as 5500 and works directly with the plan's auditor

Required qualifications:

• College degree or 7+ years of retirement experience
• Minimum of 3 years in an account manager or similar role in retirement administration
• QKA designation required or willingness to attain
• Mastery of administrator functions and skills
• Experience with Relius and Salesforce strongly desired