Job Details

A company is looking for an Account Manager.Key ResponsibilitiesMain point of contact for clients and advisors, providing high-level serviceEnsure timely feedback and resolution of client inquiriesPrepare and discuss compliance testing and government forms with clientsRequired Qualifications, Training, and Education5+ years of experience in defined contribution retirement compliance and serviceAbility to manage a caseload of 55-65 defined contribution plansExperience with Multiple Employer Plans (MEPs) preferredWorking knowledge of Microsoft Office and compliance softwarePrevious experience in a remote work environment