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Account Manager

Major Retirement Services Provider

in MA

Our client, a rapidly growing retirement services firm is seeking an Account Manager to add to its team. This is an opportunity to use your experience in plan administration to develop skills in relationship management, strategic consulting and business improvement.

Develop and manage relationships with plan sponsors through regular client contact: proactive phone calls, professional negotiation, responsive communication, and problem resolution. Work with plan sponsors and TPAs to understand their concerns and act as liaison between home office departments and the client to initiate plan improvements and resolve issues. Oversee client satisfaction metrics and recommend improvements.  Partner with compliance and ensure that all data and filings are completed on a timely basis.  Consult with plan sponsors regarding compliance or plan administration issues. Promote customer satisfaction through proactive and effective service delivery, and ensure prompt and effective response to all Plan Sponsor inquiries.

3+ years of experience with defined contribution plans in either recordkeeping, administration or compliance in addition to strong communication skills.

How to Apply

Please submit your resume in confidence to John Mulligan: info@johnmulligan.com


This ad has been viewed 1460 times. It expires on 6/16/2019.

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