Account Manager - REMOTE at Jobgether - Minnesota

Account Manager - REMOTE

Company

Jobgether

Location

Minnesota

Type

Full Time

Job Description

Team: General

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Account Manager - REMOTE. In this role, you will be instrumental in maintaining client relationships and ensuring compliance with retirement plan regulations. Your expertise will impact the performance and satisfaction of our clients in managing their 403(b) plans effectively. Strong communication and analytical skills will be essential, as you will be addressing client needs and operational challenges. The nature of the position allows you to work independently while contributing to team goals and project initiatives.

Accountabilities

Provides timely, superior customer services and issue resolution to clients and advisors

Maintains client relationships with high client retention rate

Interprets plan documents and communicates improvements to clients and partners

Has solid knowledge of ERISA, IRS & DOL regulations regarding qualified plans

Analyzes census to determine eligibility

Calculates employer contributions based on plan provisions and client requests

Performs annual non-discrimination tests and discusses testing results with clients

Prepares Government Forms and works with the plan's auditor

Identifies and processes RMD distributions for eligible participants

Works with Administrators to meet deadlines

Leads client and advisor calls/meetings

Conducts annual year-end clean-up activities

Determines and calculates required plans corrections

Participates in client document calls during the onboarding process

Works with client and payroll team to ensure eligibility is correctly determined

Reviews timeliness of employee deferral remittances and notifies employers of late deposits

Requirements

College degree or 7+ years of retirement experience

Minimum of 3 years in account manager or similar role

QKA designation required or willingness to attain

Mastery of administrator functions and skills

Excellent verbal and written communication skills

Knowledge of Excel and other Microsoft applications/software

Excellent math skills

Strong analytical and problem-solving skills

Ability to provide a high level of service to clients

Experience with Relius strongly desired

Experience with Salesforce strongly desired

Experience with FT Williams strongly desired

Benefits

Competitive salary based on experience

Flexible working hours

Opportunities for professional development

A collaborative remote working environment

Comprehensive benefits package

Work-life balance support

Account Manager - REMOTE

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