To support a growing client base, the full-time State Licensed Account Manager will maintain client relationships, perform compliance testing, and prepare government forms while working remotely. Key responsibilities: Provides timely, superior customer service and issue resolution to clients and advisors Maintains high client retention rates and interprets plan documents to communicate improvements effectively Prepares Government Forms such as Form 5500 and works directly 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
State Licensed Account Manager in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.