Retirement Account Manager

About the role

Account Managers (AMs) are responsible for providing day-to-day client support, ensuring seamless service and addressing immediate needs. Serving as the face of Alerus, AMs deliver top-tier customer service by leveraging both their own expertise and the deep institutional knowledge of internal colleagues who support them behind the scenes. Acting as the primary point of contact—or “quarterback”—for all plan-related questions, AMs utilize Salesforce to efficiently route inquiries to the appropriate teams within Alerus Retirement and Benefits (ARB). They maintain close oversight of all open items related to their assigned plans, ensuring timely resolution and consistent client satisfaction.

Responsibilities

• Play a key role in supporting client relationships and ensuring their needs are met with care and attention.
• Under the guidance of senior team members, learn to manage non-compliance tested accounts as well as full-service accounts, coordinate with internal teams, and help deliver excellent service that keeps clients satisfied and engaged.
• Serve as the day-to-day point of contact for client inquiries and support.
• Cook with internal teams (e.g. sales, operations, support) to ensure client needs are met.
• Track account activity and update CRM tools and documentation regularly.

Requirements

• Bachelor’s Degree in a business related field, or equivalent experience.
• Minimum of three years’ experience in defined contribution plans.
• KPA credential (Qualified 401(k) Administrator) is strongly recommended; candidates actively pursuing the designation or with equivalent expertise will be considered.
• Excellent organizational, communication, and interpersonal skills with the ability to balance multiple priorities and stakeholders.
• A mindset focused on continuous improvement, with a history of contributing to process enhancements or operations efficiency efforts.
• Ability to maintain professional working relationships with internal and external clients.
• Ability to work independently and set priorities.
• Ability to interpret documents and resolve technical problems.
• Intermediate of Microsoft Word and Excel.

Qualifications

• Bachelor’s Degree in a business related field, or equivalent experience.
• Minimum of three years’ experience in defined contribution plans.
• KPA credential (Qualified 401(k) Administrator) is strongly recommended; candidates actively pursuing the designation or with equivalent expertise will be considered.
• Excellent organizational, communication, and interpersonal skills with the ability to balance multiple priorities and stakeholders.
• A mindset focused on continuous improvement, with a history of contributing to process enhancements or operations efficiency efforts.
• Ability to maintain professional working relationships with internal and external clients.
• Ability to work independently and set priorities.
• Ability to interpret documents and resolve technical problems.
• Intermediate of Microsoft Word and Excel.

Skills

• Strong organizational and communication skills.
• Ability to manage multiple tasks and prioritize effectively.
• Proficiency in Microsoft Word and Excel.

Benefits

• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
• Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
• Learning and development resources for personal and professional career development, and advancement opportunities.
• Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
• Support for the communities we live in through paid volunteer time and a company donation match opportunity.

Pay

Base pay range: $55,000 - $85,000 per year based on experience.

Schedule

Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.