Client Account Manager
Core
Maintains communication with assigned small to medium-sized clients to meet operational and administrative needs, resolve issues, and drive adoption of new products and services.
Role type
Client Account Manager
Builds
Client retention and operational efficiency for retirement plans
Domain
Asset Management / Retirement Plan Services
Deliverable
client delivery
Required skills
Client relationship management, operational process improvement, issue resolution, research and reporting, internal collaboration, campaign execution, presentation skills
Preferred skills
Retirement Plan/401(k) knowledge, Non-Discrimination Testing interpretation, IRS Form 5500/5558 filing, plan audits, TRAC or OMNI Recordkeeping system knowledge, Project Management
Technologies
TRAC, OMNI
Responsibilities
Consult with assigned clients to maintain positive relationships; uncover ways to improve daily plan operations; resolve moderately complex client issues; conduct research and reporting; escalate highly complex issues; work with internal partners on new product adoption; present at client sales and rebid meetings.
Seniority
Mid-level, individual contributor