Recordkeeping Account Manager
Job Summary
Managing approximately 140 daily recordkeeping plans, the full-time Recordkeeping Account Manager will serve as the primary client service contact, ensuring client satisfaction and effective communication while working remotely.
Key responsibilities
- Serve as the primary contact for assigned recordkeeping plans and manage client relationships
- Research and communicate resolutions for issues that arise, providing audit support to Retirement Plan Consultants
- Coordinate plan implementations, custom reporting, and client training sessions as needed
Required qualifications
- High school diploma or GED required; Bachelor's degree preferred
- 3+ years of experience in the retirement plan industry and 2+ years of client service experience required
- Defined Contribution experience and familiarity with FIS / Relius daily valuation recordkeeping software required
- ASPPA Certification QKA is a strong plus
Complete Job Description
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