Managing approximately 140 daily recordkeeping plans, the full-time Recordkeeping Account Manager will serve as the primary client service contact, ensuring client satisfaction and effective communication while working remotely. Key responsibilities Serve as the primary contact for assigned recordkeeping plans and manage client relationships Research and communicate resolutions for issues that arise, providing audit support to Retirement Plan Consultants Coordinate plan implementations, custom reporting, and client training sessions as needed Required qualifications High school diploma or GED required; Bachelor's degree preferred 3+ years of experience in the retirement plan industry and 2+ years of client service experience required Defined Contribution experience and familiarity with FIS / Relius daily valuation recordkeeping software required ASPPA Certification QKA is a strong plus
Recordkeeping Account Manager in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.