🛠 Tech Stack

💼 About This Role

You'll be instrumental in maintaining client relationships and ensuring compliance with retirement plan regulations. Your expertise will impact client performance and satisfaction managing 403(b) plans. This role offers independent work with a collaborative remote team.

🎯 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 3 years in account manager or similar role
• QKA designation required or willingness to attain
• Relius experience strongly desired

✨ Nice to Have

• Experience with Salesforce
• Experience with FT Williams
• Mastery of administrator functions

🎁 Benefits & Perks

• 💰 Flexible working hours
• 📈 Professional development opportunities
• 🏡 Collaborative remote environment
• 🎯 Comprehensive benefits package
• ⚖️ Work-life balance support

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter call· 30 min
2. 2Hiring manager interview· 45 min
3. 3Technical assessment / role play· 60 min