Retirement Plans Account Manager - job 1 of 2

Job Summary

A company is looking for an Account and Client Manager - Retirement Plans.

Key Responsibilities

• Develops and maintains strong working relationships with assigned agencies
• Consults on development plans for each client and manages tools and resources
• Maintains client and relationship activity information in the system

Required Qualifications

• Bachelor's Degree or equivalent experience required
• 4-7 years of related Retirement Plans experience required
• Experience with Multiple Employer Plans (MEPs) or Pooled Employer Plans (PEPs) preferred
• Knowledge of retirement plan administration and compliance requirements preferred
• Strong project management skills with the ability to manage multiple client relationships preferred