Senior Associate, Account Manager

• Manage and retain relationships with top ARR clients & pooled plans
• Understand business goals and challenges of clients
• Collaborate with internal teams to resolve client issues
• Conduct proactive outreach to clients for service improvements
• Create processes and resources for account management operations
• Be the first point of contact for inbound inquiries
• Conduct timely follow-ups to ensure client satisfaction
• Communicate in a relatable way to promote trust
• Support team in handling complaints and providing solutions
• Document updates to client accounts

• College degree and/or equivalent customer service experience
• 2-4 years of retirement industry experience, preferred
• Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
• Strong time management and organizational skills
• Strong commitment to superior customer service
• Positive and proactive attitude
• Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat
• Excellent attention to detail and accuracy, proficient with numbers and basic calculations
• Highly organized with the ability to manage multiple work streams simultaneously
• Self-starter mentality

Demonstrates strong account management capabilities with a focus on client relationship retention, proactive communication, and process improvement. Proficient in managing multiple inquiries while ensuring superior customer service and attention to detail.

• Client Relationship Management
• Retirement Industry Experience
• Proficiency in Excel/Google Sheets
• Strong Time Management Skills
• Organizational Skills

• Account Management
• Basic Calculations
• Process Creation
• Client Documentation
• Service Improvement

• Positive Attitude
• Proactive Communication
• Team Mentality
• Attention to Detail
• Multitasking Ability

• Customer Service
• Client Satisfaction
• Inbound Inquiries
• Complaint Resolution
• ARR Clients

• Excel
• Google Sheets
• Word
• Google Docs
• Adobe Acrobat