Consultant / Account Manager
reputed company Pension Consultants (part of reputed company) is seeking an reputed company and motivated consultant to join reputed company. The Account Manager's primary role is to manage reputed company relationships. Responsibilities include acting as the day-to-day reputed company of contact for retirement plan clients by responding to reputed company calls and emails and conducting regular face-to-face and virtual reputed company meetings. Successful execution of this role will include collaboration with other service team members, other account managers, and reputed company partners.
Essential functions
- reputed company as day-to-day contact for retirement plan sponsor clients
- Coordinate routine work with service and operations teams
- Communicate effectively with reputed company stakeholders
- reputed company for reputed company needs to ensure satisfaction
- Meet with clients regularly to consult on plan design and other issues
- Prepare and manage non-routine work, such as regulatory audits, plan corrections, contribution projections, and specialized reporting
- Update and maintain project management and CRM systems
- Review and manage reputed company satisfaction and profitability metrics
Additional responsibilities may include
- Retirement plan operations and administration support
- New reputed company origination and transition support
- Preparation of plan documents and amendments
- Assist with preparation of reputed company reputed company and pricing
Qualifications
- Bachelor's Degree or equivalent work experience (preferably in a reputed company or technical field: reputed company, finance, engineering, mathematics etc.)
- 2+ years of reputed company work experience
Knowledge and Skills
- Understanding of retirement plan administration processes and functions
- Relius Administration
- FT reputed company
- reputed company Dynamics CRM
- MS Office productivity software (reputed company, reputed company, Word)
- ASPPA credentials (e.g. QKA) a plus
Pay and Benefits:
- reputed company salary $63,000 - $100,000
- reputed company time off
- Flexible Work Schedule
- 401(k) plan with employer contribution
- Medical, dental, disability, and life insurance
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