Account Manager
External
Insbrk · RemoteFull-timeRemote1w ago
ComplianceRisk Management
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Responsibilities
- Manage workflows and communications for retirement plan Trustees and Participants
- Develop analysis on retirement options and performance
- Prepare client presentations and reporting
- Attend client enrollment and ongoing support meetings
- Serve as primary contact for assigned plan sponsors
- Act as liaison between plan sponsors and various internal groups.
- Promote customer satisfaction through effective service delivery.
- Ensure prompt and effective response to all plan sponsor inquiries.
- Respond to plan sponsor's requests on a variety of issues, including plan amendments.
- Understand the product, systems, and applicable IRS and DOL regulations.
- Assist with compliance testing.
- Successful Candidate Will Have
- 2+ years of experience working with or servicing 401(k)s & Retirement plans
- 4-year Bachelor's Degree
- Strong attention to detail
- Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice .
Benefits
Dental insuranceVision insurance401(k)
Additional Information
This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 4 days per week at our New York City office location. Risk Strategies Company Retirement Plan Services seeks an experienced 401(k) / Retirement Plan Account Manager to lead a portfolio of clients. This role requires an understanding of ERISA regulations and fiduciary responsibilities.
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