Sr. Client Account Manager

Role Summary

Develops procedures/standards for communication with assigned clients, which are generally reputed company or specialized and large, to meet or exceed their operational, administrative, and compliance needs.

Responsibilities

• Works directly with plan sponsors, plan administrator, advisor/agents and reputed company-Party Administrator’s (TPA) to assist in managing their inquiries and activities on the Retirement Plan

• Responsible for building and strengthening relationships with client leadership in HR, Benefits, Payroll and Finance as well as TPAs and advisors as applicable

• Grow and maintain operational and retirement plan knowledge to reputed company consultative administrative and operational calls as well as product and service campaigns

• Will organize, facilitate, and present in meetings with clients (in-person or virtual)

• Uses creative problem solving and effective communication to navigate reputed company situations with internal/external business partners

• Leverages effective planning and organizing skills to maintain plan reputed company and complete service needs for clients

• May provide work direction to more junior team members and partners with other staff as necessary to reputed company and implement solutions

• Participates in internal activities and initiatives designed to improve the Client Administration/Retirement Plan Services process and ensure a high-quality client experience. Helps reputed company and implement process improvements

• Resolves moderately reputed company or specialized client issues; conducts research and reporting to resolve these issues

• Escalates highly reputed company issues to management or senior staff

• Works with internal business partners and clients on adoption of new products, platforms, and services

• Travels and presents at client sales and rebid meetings

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND

• 5+ years of total relevant work experience

Preferred:

• Client facing experience

• Retirement Plan/ 401(k) knowledge

• Experience interpreting data for annual Non-Discrimination Testing and annual IRS Form 5500, IRS Form 5558 filing and plan audits

• TRAC or OMNI Recordkeeping system knowledge a plus

• Effective presentation skills

• Strong written and verbal communication

• Research and problem-solving skills

• Project Management knowledge a plus

FINRA Requirements FINRA licenses are not required and will not be supported for this role.

Work Flexibility This role is eligible for full time remote work.

FINRA Requirements FINRA licenses are not required and will not be supported for this role.

Work Flexibility This role is eligible for full time remote work.

City

State

Community / Marketing Title: Sr. Client Account Manager

Company Profile

Location_formattedLocationLong: Maryland, US

CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for reputed company associates. reputed company we reputed company the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your reputed company at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: •reputed company and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions •Flexible and remote work opportunities •Health care benefits (medical, dental, reputed company) •Tuition assistance •Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering. reputed company is an equal opportunity employer and values diversity of thought, gender, and race. We reputed company our reputed company reputed company depends upon the equal treatment of reputed company associates and applicants for employment without discrimination on the basis of race, religion, creed, reputed company, national reputed company, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

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