Managing client relationships remotely, the full-time QKA Account Manager will provide superior customer service, perform compliance testing, and prepare necessary government forms while ensuring client retention and satisfaction. Key responsibilities: Provides timely and superior customer service and issue resolution to clients and advisors Maintains high client retention rates by managing relationships and interpreting plan documents Prepares Government Forms, including Form 5500, and collaborates with auditors to ensure compliance 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 Experience with Relius and Salesforce strongly desired Excellent math skills and strong analytical abilities