🛠 Tech Stack

💼 About This Role

You'll manage client relationships for 403(b) retirement plans, ensuring compliance with ERISA, IRS, and DOL regulations. Your core impact is delivering timely issue resolution and high client retention. This remote role offers flexibility and professional growth.

🎯 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 data 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
• Knowledge of Excel and other Microsoft applications

✨ Nice to Have

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

🎁 Benefits & Perks

• 💰 Competitive salary based on experience
• 🕒 Flexible working hours
• 📈 Professional development opportunities
• 🏡 Remote working environment
• 🎁 Comprehensive benefits package

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

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