401(k) Client Account Manager

Managing a designated portfolio of retirement plan clients, the full-time 401(k) Client Account Manager will serve as the primary point of contact, ensuring effective communication and high-quality service while working remotely from specific states in the U.S. Key responsibilities Own and manage day-to-day client relationships for a variety of retirement plans, ensuring client satisfaction and retention Coordinate information flow between clients, advisors, and internal teams, maintaining clear and timely communication Proactively assess relationship health, identify service gaps, and recommend strategies for improvement and engagement Required qualifications 3-5 years of experience in Customer Success, Account Management, or a client-facing role 3+ years of experience in the 401(k) industry Bachelor's degree in Business or a related field preferred, or equivalent work experience RPF certification to be completed within 6 months of hire; relevant industry credential (e.g., QKA or QKS) within 18 months 2+ years of experience with Salesforce preferred