🛠 Tech Stack

💼 About This Role

You'll manage client relationships and ensure compliance with retirement plan regulations. Your expertise will impact the performance and satisfaction of clients managing their 403(b) plans. You'll work independently while contributing to team goals and project initiatives.

🎯 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 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 strongly desired
• Experience with Salesforce strongly desired
• Experience with FT Williams strongly desired

🎁 Benefits & Perks

• 💵 Competitive salary based on experience
• ⏰ Flexible working hours
• 📈 Professional development opportunities
• 🏠 Collaborative remote working environment
• ❤️ Work-life balance support

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Final Interview· 60 min