Client Account Manager - Remote

Overview

As a Client Account Manager, you will play a critical role in consistently meeting customer expectations. You’ll work closely with key internal stakeholders to help ensure that questions and issues are resolved in a timely manner and plans are designed to meet customer goals.

In Short

• Manage client accounts as the primary point of contact.
• Understand customer expectations to manage their plans.
• Anticipate and research retirement plan matters.
• Promote customer satisfaction through effective service delivery.
• Demonstrate understanding of plan sponsors and their needs.
• Respond to client needs related to retirement plan management.
• Assist with compliance testing.
• Provide onboarding and management services for plans.
• Act as a liaison between plan sponsors and internal groups.
• Handle client communication through various channels.

Requirements

• 3-5 years of experience in a customer-facing role.
• Passion for solving problems and helping people.
• Strong troubleshooting skills with attention to detail.
• Confident and professional communication skills.
• Ability to remain composed in high-stress situations.
• Autonomous work ethic and initiative.
• Adaptability in a fast-growing startup environment.
• Bonus: Experience with FT William and/or ASC software.

Benefits

• 401(k) plan with employer match.
• Top health, dental, and vision insurance.
• Generous PTO and parental leave policies.
• Access to financial wellness tools and professionals.
• Mental health support for employees and dependents.
• Fertility healthcare benefits.
• Student loan resources.
• Work-from-home stipend.
• Employee Resource Groups for diverse communities.
• Fun online and regional events.