Account Manager with QKA CertificationVirtualVocations • Milwaukee, Wisconsin, United States

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Account Manager with QKA Certification

VirtualVocations • Milwaukee, Wisconsin, United States

[job_card.variable_days_ago]

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[job_card.full_time]

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A company is looking for an Account Manager to maintain client relationships and ensure compliance in retirement plan administration.

Key Responsibilities

Provides timely customer service and issue resolution to clients and advisors

Calculates employer contributions and performs annual non-discrimination tests

Prepares Government Forms and works with auditors on compliance matters

Required Qualifications

College degree and / or 7+ years of retirement experience

Minimum of 3 years in an account manager or similar role in retirement administration

QKA designation required or willingness to attain

Mastery of administrator functions and skills

Experience with Relius and Salesforce strongly desired

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Account Manager with QKA Certification • Milwaukee, Wisconsin, United States

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