Providing superior customer service, the full-time remote Account Manager - Retirement Compliance will manage relationships with approximately 100 Comprehensive clients, ensuring compliance with regulations, conducting reviews, and supporting team development. Key responsibilities Deliver timely customer service and issue resolution to clients and advisors Maintain client relationships to achieve a high retention rate while interpreting plan documents and communicating improvements Review compliance testing, contribution calculations, and assist with Form 5500 filings and audits Required qualifications 5+ years of experience in defined contribution retirement compliance and service Minimum of 1 year in an Account Manager or similar role in retirement administration QKA designation required or willingness to attain Excellent client relationship skills and mastery of administrator functions Knowledge of Excel and experience with FT Williams strongly desired
Account Manager - Retirement Compliance in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.