Experienced Implementation Account Manager

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Do you enjoy establishing new relationships and delivering excellent client service? Would you rather assist plan sponsors with the implementation phase of a plan and let someone else handle the routine annual administration of the plan? Are you excellent at communicating verbally and via email? Do you want the flexibility and convenience of working from home while at the same time enjoy being challenged to continue learning and growing?
Our implementation account manager position focuses exclusively on on-boarding new clients while providing excellent client/advisor service. Our implementation account manager position is supported by a strong sales group, plan document team, and compliance department.
Nova 401(k) Associates is a vibrant and growing national third party, non-producing administration firm. We have a nationally recognized sales team allowing us to grow continuously and provide advancement opportunities for our professionals.

Job Responsibilities:

Provide excellent client/advisor experience during the implementation phase of their plan

Request and coordinate collection of data such as census information, plan documents, prior compliance testing, and IRS forms from clients and outside professionals

Act as a liaison between clients, advisors, and platform providers during the implementation phase of the plan

Review plan adoption agreements and complete plan provision paperwork for the various platform providers

Assist clients with plan provision inquiries to ensure a basic understanding of plan operation

Participate in weekly calls with clients, financial professionals, and platform providers to manage plan timelines

Set-up internal systems, and load information into our compliance software

Perform work according to Nova policies and procedures

Qualifications:

Five or more years of retirement plan implementation/onboarding experience

Ability to manage workload towards weekly goals in a results oriented team environment

Excellent written and verbal communication skills

Excellent time management, organizational skills, and ability to multi-task

High level of critical thinking

Coachable and committed to professional development; industry credentials are an added bonus

Compensation and Benefits:

Base Salary $70,000-$90,000

Medical, dental, disability, and life insurance

Paid time off

401(k) plan with employer match

Work Location/

Hours:

Work from home

Must work from USA and be authorized to work for any US employer

We will supply all necessary computer equipment