🛠 Tech Stack

💼 About This Role

You'll manage client relationships and ensure compliance with retirement plan regulations for 403(b) plans. Your expertise will directly impact client satisfaction and plan performance. This role offers flexible remote work and opportunities for professional development.

🎯 What You'll Do

• Provide timely customer service and issue resolution to clients and advisors
• Interpret plan documents and communicate improvements to clients
• Analyze census to determine eligibility and calculate employer contributions
• Perform annual non-discrimination tests and discuss results with clients

📋 Requirements

• College degree or 7+ years of retirement experience
• Minimum 3 years in account manager or similar role
• QKA designation required or willingness to attain
• Experience with Relius, Salesforce, or FT Williams strongly desired

✨ Nice to Have

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

🎁 Benefits & Perks

• 📍 Remote work
• 🕒 Flexible working hours
• 📈 Professional development opportunities
• 🏥 Comprehensive benefits package
• ⚖️ Work-life balance support

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

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

🚩 Heads Up

• Role mixes account management with retirement plan administration duties
• Requirements list QKA certification but years of experience not specified for experience level inference