Retirement Services Account Manager

Position Overview

The Retirement Services Account Manager provides Tier 1 support to plan sponsors regarding retirement plan operations. The Account Manager assists with recordkeeping functions, payroll integration, compliance testing, and general plan administration inquiries.

Primary Responsibilities

• Respond to client inquiries related to retirement plan transactions, payroll feeds, and compliance testing.
• Troubleshoot issues relating to data transmission or payroll connectivity, identifying patterns, and proposing solutions.
• Provide basic guidance and clear answers on plan features, contribution limits, and operational procedures.
• Escalate complex issues to support external partners as needed.
• Maintain accurate documentation of client interactions and resolutions.
• Support annual testing and reporting cycles by coordinating data collection and validation.
• Follow established processes and scripts to ensure consistent, compliant support delivery.

Education and Experience

• Bachelor’s degree required
• Minimum of 1 year of experience in customer service or client interfacing role, preferably in retirement or financial service
• Proficiency in Microsoft Office
• Strong interpersonal verbal and written communication skills with the ability to explain processes and instructions clearly.
• Able to manage a high volume of inbound inquiries while prioritizing tasks effectively.
• Dependable in meeting service-level expectations and turnaround times.
• Strong attention to detail and problem-solving skills.

Pay and Benefits

The pay range for this position is $41,000 - $58,500/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location.