Sr. Client Account Manager

Role Summary

Develops procedures/standards for communication with assigned clients, which are generally complex or specialized and large, to meet or exceed their operational, administrative, and compliance needs.

Responsibilities

• Works directly with plan sponsors, plan administrator, advisor/agents and Third-Party Administrator’s (TPA) to assist in managing their inquiries and activities on the Retirement Plan

• Responsible for building and strengthening relationships with client leadership in HR, Benefits, Payroll and Finance as well as TPAs and advisors as applicable

• Grow and maintain operational and retirement plan knowledge to lead consultative administrative and operational calls as well as product and service campaigns

• Will organize, facilitate, and present in meetings with clients (in-person or virtual)

• Uses creative problem solving and effective communication to navigate complex situations with internal/external business partners

• Leverages effective planning and organizing skills to maintain plan oversight and complete service needs for clients

• May provide work direction to more junior team members and partners with other staff as necessary to develop and implement solutions

• Participates in internal activities and initiatives designed to improve the Client Administration/Retirement Plan Services process and ensure a high-quality client experience. Helps develop and implement process improvements

• Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues

• Escalates highly complex issues to management or senior staff

• Works with internal business partners and clients on adoption of new products, platforms, and services

• Travels and presents at client sales and rebid meetings

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND

• 5+ years of total relevant work experience

Preferred:

• Client facing experience

• Retirement Plan/ 401(k) knowledge

• Experience interpreting data for annual Non-Discrimination Testing and annual IRS Form 5500, IRS Form 5558 filing and plan audits

• TRAC or OMNI Recordkeeping system knowledge a plus

• Effective presentation skills

• Strong written and verbal communication

• Research and problem-solving skills

• Project Management knowledge a plus

FINRA Requirements
FINRA licenses are not required and will not be supported for this role.

Work Flexibility
This role is eligible for full time remote work.