Maintaining client relationships and ensuring compliance, the full-time 403(b) Account Manager will provide superior customer service, perform compliance testing, and prepare necessary government forms while working remotely. Key responsibilities: Provides timely customer service and issue resolution to clients and advisors Performs compliance testing and prepares government forms, including Form 5500 Maintains high client retention rates through effective communication and relationship management Required qualifications: College degree or 7+ years of retirement experience Minimum of 3 years in an account manager or similar role in retirement administration QKA designation required or willingness to attain Experience with Relius, Salesforce, and FT Williams strongly desired Mastery of administrator functions and skills