🛠 Tech Stack

💼 About This Role

You'll maintain client relationships and ensure compliance with retirement plan regulations for 403(b) plans. Your expertise will impact client satisfaction and operational efficiency. You'll interpret plan documents, calculate employer contributions, and lead client meetings.

🎯 What You'll Do

• Provide timely customer service and issue resolution to clients and advisors
• Interpret plan documents and communicate improvements to clients
• Calculate employer contributions based on plan provisions
• Lead client and advisor calls/meetings

📋 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

✨ Nice to Have

• Experience with Relius
• Experience with Salesforce
• Experience with FT Williams

🎁 Benefits & Perks

• 💰 Competitive salary based on experience
• 🕒 Flexible working hours
• 📈 Opportunities for professional development
• 🤝 Collaborative remote working environment
• 🏥 Comprehensive benefits package

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical Interview· 60 min