401k New Business Client Account Manager (Implementations)
Lansdale, PA 19446
Provide service to sponsors of small 401k plans who are setting up their plans for the first time. This position requires exceptional client service skills. This is an in office position communicating with plan sponsors on the phone and by email. This person will explain the set up process to the sponsor and answer any questions about plan administration, rollovers, plan documents, and plan compliance.
--2+ years client service experience for 401k plans
--Exceptionally strong client service and follow up abilities.
--Understanding of plan administration, compliance, and plan documents
Industry Expertise: Defined Contribution, Defined Benefit, 401(k), Qualified Plans, Non Qualified Plans, ESOP, Taft-Hartley, 403(b), ERISA Compliance, Plan Administration, Conversions/Implementation, Wealth Management, Financial Advisors, Institutional Retirement Sales, Wholesaling
Types of Positions: Plan Administration, Conversions/Implementation, Compliance/ERISA, Client Relationship Manager, Education/Enroller, Sales/Wholesaling/DCIO, Wealth/Retirement Financial Advisor, Manager, Director, VP.
The best part of my job: I build and maintain long term relationships. When I help a candidate advance their career and help a client hire the right person, it's a great feeling.