Retirement Account Manager I

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, manage non-compliance tested accounts as well as full-service accounts.
• Cook with internal teams 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 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.
• 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

• Passionate about excellence.
• Driven to succeed.
• Committed to doing the right thing.
• Collaborative, innovative, adaptable, and entrepreneurial.

Skills

• Strong organizational and communication skills.
• Ability to handle multiple tasks and prioritize effectively.
• Proficiency in Microsoft Word and Excel.
• Knowledge of ASPPA Retirement Plan Fundamentals.

Benefits

• Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance.
• 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.
• Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
• Volunteer time and a company donation match opportunity.

Pay

Base pay range: $50,000 - $60,000 per year based on experience. Candidates with extensive knowledge in the industry will be reviewed for a more senior level role with an increased compensation range.

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.