Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee a designated group of distribution partnerships

• Act as a communication bridge between the company, advisors, third-party administrators (TPAs), and affiliates

• Address requests ranging from basic to complex from advisors, TPAs, and plan sponsors

• Deliver exceptional customer service and cultivate relationships to enhance retention and foster organic growth

• Conduct regular scheduled calls with distribution partners

• Offer proactive communication, account support, issue escalation, and resolution

• Utilize critical thinking and problem-solving skills to address client challenges

• Mobilize internal teams to tackle escalated issues

• Collaborate with Sales to ensure extensive coverage and consistent contact with distribution partners

• Facilitate the onboarding process for new clients across Service, Sales, and Operations

• Review client information for accuracy while safeguarding confidential personally identifiable information (PII)

• Identify outdated or ineffective processes and propose enhancements

• Efficiently resolve escalations in a fast-paced environment

• Provide assistance to other organizational departments during peak workload or understaffed situations

• Professionally partner with management

• Perform additional assigned tasks

⛳️ Requirements

• 3-5 years of experience in client relationship management is required, ideally within the retirement sector

• A bachelor's degree is preferred but not mandatory

• Familiarity with Non-ERISA plans (IRAs, 403(b), and 457)

• Understanding of operations within the financial industry, including mutual fund classifications, trading, commissions, and general banking practices

• Experience in coordinating and facilitating client meetings

• High level of accountability and ownership over assigned relationships

• Strong organizational and time management capabilities

• Proficient reasoning and problem-solving abilities

• Technical proficiency and adaptability in learning and utilizing various systems

• Proficient in Salesforce and Microsoft Office applications, particularly Word, Excel, PowerPoint, and Outlook

• Excellent communication skills and a professional demeanor suitable for interacting with all levels of management, colleagues, and counterparts at other firms

• Ability to work independently as well as collaboratively within a team environment

• Capability to perform effectively under stress, tight deadlines, fluctuating workflow volumes, and inquiries

• Ability to understand legal documents necessary for processing client requests

• Quick learner of regulations, back-office systems, and plan document materials

• Ability to read and interpret financial statements

• Accurate data entry skills

• Proficiency in using a 10-key by touch

• Minimum typing speed of 30 words per minute

• Uninterrupted virtual workspace and adequate family care arrangements during business hours

• Required internet connection speed of 50 MBps or higher for individual use

🏝️ Benefits

• 401(k) matching

• Medical insurance

• Dental insurance

• Vision insurance

• Life insurance

• Short-term disability coverage

• Long-term disability coverage

• Paid time off

• Uninterrupted virtual work environment

• Family care arrangements during business hours for remote work

• Internet speed requirement of 50 MBps or higher for individual use