🛠 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 retention while working independently in a remote environment. This role offers flexibility and professional development opportunities.

🎯 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
• Mastery of administrator functions and skills

✨ Nice to Have

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

🎁 Benefits & Perks

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

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Phone Screen· 30 min
2. 2Technical Interview· 60 min
3. 3Offer· 30 min