Retirement Account Manager I
$50,000–$60,000 year
Remote · New York City, New York, United States or US
Job Summary
Account Managers are responsible for providing day-to-day client support, ensuring seamless service and addressing immediate needs. They serve as the primary point of contact for client inquiries, utilizing Salesforce to route inquiries effectively. Key responsibilities include building and maintaining positive relationships with clients, coordinating with internal teams to meet client needs, and tracking account activity. Qualified candidates will hold a Bachelor’s Degree or equivalent experience, have at least two years of relevant experience, and will need to pass ASPPA Retirement Plan Fundamentals within a year of hire.
Required Qualifications
- Bachelor’s Degree in a business related field, or equivalent experience
- Minimum of two years’ experience in defined contribution plan customer service/client relationship experience
- ASPPA Retirement Plan Fundamentals course must be taken and passed within 12 months of hire date
- Ability to interpret documents and resolve technical problems
Desired Qualifications
- Experience in defined contribution plan customer service/client relationship management
- Excellent organizational and communication skills
- Ability to maintain professional working relationships and balance multiple priorities
- Proficiency with Microsoft Word and Excel
- Mindset focused on continuous improvement
Additional Requirements
- None stated
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