Retirement Account Manager

Retirement Account Manager

Alerus is a commercial wealth bank and national retirement provider with one core purpose : helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

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 contactor "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.

You'll 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, you'll 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.

Build and maintain positive relationships with a portfolio of clients.

Serve as the day-to-day point of contact for client inquiries and support.

Coordinate with internal teams (e.g. sales, operations, support) to ensure client needs are met.

Track account activity and update CRM tools and documentation regularly.

Bachelor's Degree in a business related field, or equivalent experience.

Minimum of three years' experience in defined contribution plans.

QKA 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.

Competitive compensation including base salary, bonus and / or incentive opportunities.

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.

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.

$55,000 - $85,000 per year based on experience.

Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.