QKA Licensed Account Manager

Job Summary

To support a growing client base, the full-time QKA Licensed Account Manager will maintain client relationships, perform compliance testing, and prepare necessary government forms while working remotely.

Key responsibilities:

• Provides timely and superior customer service, ensuring high client retention rates
• Interprets plan documents and communicates improvements to clients and partners
• Calculates employer contributions and performs annual non-discrimination tests, discussing results with clients

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 proficiency in Microsoft applications