Account Supervisor managing strategic leadership and project work for an agency. Collaborating with clients and internal teams to deliver high - quality campaign initiatives and solutions.
About the role
- Senior Account Manager handling client relationships and ensuring satisfaction in retirement plan administration. Overseeing compliance testing and asset reconciliation for various clients.
Responsibilities
- Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business
- Perform all required Compliance Testing and related items
- Reconciles assets, prepares Form 5500 and all schedules
- Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
- Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines
- Respond to Plan sponsors in a professional and timely manner concerning issues or questions
- Promote client retention and identify opportunities to build existing relationships through timely service quality
- Provide value add solutions to increase operational efficiencies
- Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues
- Resolve complex situations or requests
- Attend client meetings and prepares materials for meetings
- Achieve service goals established by department
- Additional responsibilities as assigned
Requirements
- High School Diploma or GED
- At least five years of professional, retirement plan administration, and compliance experience
- Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
- Possesses expert knowledge of pertinent laws, regulations, and professional standards
- Expert use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Experience in coaching and teaching others
- Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
- Ability to travel as necessary
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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