Remote Manager of Accounts

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Account Manager - REMOTE. In this role, you will be instrumental in maintaining client relationships and ensuring compliance with retirement plan regulations. Your expertise will impact the performance and satisfaction of our clients in managing their 403(b) plans effectively. Strong communication and analytical skills will be essential, as you will be addressing client needs and operational challenges. The nature of the position allows you to work independently while contributing to team goals and project initiatives.AccountabilitiesProvides timely, superior customer services and issue resolution to clients and advisorsMaintains client relationships with high client retention rateInterprets plan documents and communicates improvements to clients and partnersHas solid knowledge of ERISA, IRS & DOL regulations regarding qualified plansAnalyzes census to determine eligibilityCalculates employer contributions based on plan provisions and client requestsPerforms annual non-discrimination tests and discusses testing results with clientsPrepares Government Forms and works with the plan's auditorIdentifies and processes RMD distributions for eligible participantsWorks with Administrators to meet deadlinesLeads client and advisor calls/meetingsConducts annual year-end clean-up activitiesDetermines and calculates required plans correctionsParticipates in client document calls during the onboarding processWorks with client and payroll team to ensure eligibility is correctly determinedReviews timeliness of employee deferral remittances and notifies employers of late depositsRequirementsCollege degree or 7+ years of retirement experienceMinimum of 3 years in account manager or similar roleQKA designation required or willingness to attainMastery of administrator functions and skillsExcellent verbal and written communication skillsKnowledge of Excel and other Microsoft applications/softwareExcellent math skillsStrong analytical and problem-solving skillsAbility to provide a high level of service to clientsExperience with Relius strongly desiredExperience with Salesforce strongly desiredExperience with FT Williams strongly desiredBenefitsCompetitive salary based on experienceFlexible working hoursOpportunities for professional developmentA collaborative remote working environmentComprehensive benefits packageWork-life balance supportWhy Apply Through Jobgether?We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.We appreciate your interest and wish you the best!Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.#LI-CL1