Entry Level Associate Account Manager

About the role

Nova 401(k) Associates is seeking motivated professionals to join our team as Associate Account Managers in January 2027. You'll receive paid training, industry credential support, and hands-on experience while working for a company that invests in employee development, embraces technology and innovation, promotes from within, and values work-life balance.

Associate Account Managers provide client support on 401(k) issues over the phone, such as assisting with census submission questions, submitting Form 5500, and other plan-related matters. The role requires working five days per week from our Houston, TX office.

Nova supports employees in obtaining industry credentials by paying for study time, exams, and professional membership fees. Excellent performers who obtain a QKA designation will be eligible to apply for other positions after 18 months.

Responsibilities

• Maintain a high level of client service for team-based Solo(k) Services (client base not assigned)
• Manage and prioritize workload toward weekly goals in a results-oriented team environment
• Consult with clients regarding plan operation, design, and upgrading platforms
• Follow up by phone with clients about missing items
• Assist firm-wide clients via phone, video conference, or email with census submission issues, submitting Forms 5500, simple 401(k) questions, resetting passwords, and troubleshooting web access
• Collaborate with account managers and others to ensure a positive client experience
• Document all client interactions in our workflow management system
• Assist with other assigned tasks to balance workloads and receive well-rounded training
• Perform work according to Nova policies and procedures
• Complete assigned training
• Work toward obtaining an industry designation

Requirements

• Bachelor’s degree
• Customer service experience (a plus)
• Excellent written communication skills and ability to compose professional emails
• Excellent verbal communication skills and knowledge of phone etiquette
• Strong time management, organizational skills, and ability to multitask
• Experience with Microsoft Office and comfort using a computer
• Knowledge of VOIP phone systems (a plus)
• Help desk experience (a plus)
• Committed to lifelong learning and coachable
• Must be authorized to work for any US employer

Benefits

• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match

Pay

Base salary: $55,000 - $60,000 (salaried, non-exempt position)

Schedule

• Must work in the Houston, TX office 5 days per week (hybrid setup may be available after probationary period)
• Standard business hours (40 hours per week)
• Flexible start time between 8:00 am and 9:00 am CST
• Role begins in January 2027
• Must attend regular video meetings via Microsoft Teams or equivalent

Nova will supply all necessary computer equipment.