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Account Manager II

VirtualVocations
Portland, Oregon, United States
Full-time

A company is looking for an Account Manager II focused on retirement plans and client relationship management.Key ResponsibilitiesManage proactive relationships with advisors and plan administrators to ensure client retention and satisfactionSupport plan migrations to the company's platform and educate clients on new processes and featuresOversee operational activities related to assigned plans, ensuring compliance and timely communicationRequired Qualifications, Training, and Education5+ years of experience in a client-facing role with defined contribution plan administrationBachelor's degree in a related field or equivalent experienceProfessional certification such as ASPPA CPC, QKA, QPA, or NIPA (APA) preferred or in progressProficient knowledge of retirement plans, compliance, and plan designExperience with various plan types and federal pension regulations

15 days ago
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