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]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
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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