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Retirement Account Manager

5/20/2025

No location specified

Job Summary

A company is looking for an Account Manager-Retirement.

Key Responsibilities
  • Provide support for daily administration of retirement plans and develop strong client relationships
  • Research issues and negotiate problem resolution in coordination with management
  • Deliver accurate information and address client needs to enhance service and retention
Required Qualifications
  • Bachelor's degree in a business field or equivalent education/experience
  • Two years of customer relationship experience or experience in the retirement or financial services industry
  • Proficiency using MS Office tools, including Excel
  • Ability to align behaviors with the company's Future Fit Culture
  • Knowledge of recordkeeping and processing capabilities related to retirement plans

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