Job Description
About the position
The Account and Client Management supports a portfolio of defined contribution
retirement plans (401(k), 403(b), 457) and serves as the primary point of
contact for plan sponsors, financial professionals, and TPAs. tThis position is
a subject matter expert responsible for delivering proactive service and
strategic support to ensure client satisfaction, retention, and profitability.
Collaborate cross-functionally to resolve complex issues, lead client meetings,
and drive continuous improvement initiatives. Maintain deep knowledge of
retirement plan operations, support internal projects, and mentor new team
members.
- Responsibilities
- Manage caseload of defined contribution plans (including 401(k), 403(b) and 457 plans) ranging from $3 million to over $100 million in assets.
- Build and maintain strong, proactive relationships with retirement plan sponsors, financial professionals, TPAs, and internal teams to ensure clientsatisfaction, retention, and profitability—while independently providingdaily support and aligning services with client expectations.
- Act as liaison between clients, TPAs, financial professionals, and Ameritas.
- Perform research in problematic situations and use analytical skills to resolve. Coordinate with the manager to research issues and negotiate problemresolution.
- Follow through on inquiries and initiate correspondence with clients and external parties.
- Maintain working knowledge of 401(k), 403(b), and governmental plan provisions.
- General knowledge of recordkeeping systems, functional operations, and internal applications.
- Exploring, participating in and leading organizational and client projects and initiatives; recognize and communicate possible improvements tomanagement.
- Develop and implement strategies to strengthen satisfaction, loyalty, and reliability.
- Demonstrate effective service recovery with minimal escalations.
- Responsible for keeping records, account updates, and outgoing mail to clients
- Identify at-risk clients and collaborate with RM’s and internal partners to address client needs, develop and maintain action plans, and consult onproducts, services, and capabilities to successfully arrive at solutions forretaining clients and resolving complex client issues.
- Lead effective/strategic client meetings and provide proactive outreach for important plan and client updates, present and lead virtual meetings asneeded.
- Assist with mentoring new account managers.
- Requirements
- Bachelor's Degree or equivalent experience Business, Communication, or related field required
- 1-3 years Relevant Experience in Retirement Plans and customer service experience required
- Retirement Plan Fundamental (RPF) Certificate requiredt(can be obtained after entering role)
- Proficiency with Microsoft Office applications, retirement plans, and Client Relationship Management (CRM) systems required
- Excellent virtual meeting and presentation skills required
- Ability to actively engage with financial professionals, TPAs and plan sponsors
- Nice-to-haves
- QKA designation desired (can be obtained after entering role)
- Benefits
- 401(k) Retirement Plan with company match and quarterly contribution
- Tuition Reimbursement and Assistancet
- Incentive Program Bonusest
- Competitive Payt
- Flexible Hybrid work
- Thrive Days - Personal time off
- Paid time off (PTO)
- Health Benefits: Medical, Dental, Visiont
- Health Savings Account (HSA) with employer contribution
- Well-being programstwith financial rewards
- Employee assistance program (EAP)
- Professional development programs
- Leadership development programs
- Employee resource groups
- StrengthsFinder Program
- Matching donations program
- Paid volunteer time– 8 hours per month
- Generous paid maternity leave and paternity leave
- Fertility, surrogacy and adoption assistance
- Backup child, elder and pet care support
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