Retirement Account Manager

A company is looking for a Retirement Account Manager.

Key Responsibilities

Provide day-to-day client support and ensure seamless service

Build and maintain positive relationships with a portfolio of clients

Coordinate with internal teams to address client needs and track account activity

Required Qualifications

Bachelor's Degree in a business-related field or equivalent experience

Minimum of three years' experience in defined contribution plans

QKA credential is strongly recommended or equivalent expertise

Ability to work independently and set priorities

Intermediate knowledge of Microsoft Word and Excel