QKA Account Manager
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Job Summary
Maintaining client relationships, the full-time QKA Account Manager will provide superior customer service, perform compliance testing, and prepare government forms while working remotely.
Key responsibilities
- Provides timely and superior customer service and issue resolution to clients and advisors
- Interprets plan documents and communicates improvements to clients and partners
- Prepares Government Forms 5500 and related schedules, and works 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
- Experience with Relius and Salesforce strongly desired
- Excellent math skills and strong analytical abilities
Complete Job Description
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