Remote Account Manager - REMOTE in Maryland at Jobgether
NewJob Function: Sales
Jobgether
Maryland, United States
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Job Description
Remote Account Manager - REMOTE
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.
Accountabilities- Provides timely, superior customer services and issue resolution to clients and advisors
- Maintains client relationships with high client retention rate
- Interprets plan documents and communicates improvements to clients and partners
- Has solid knowledge of ERISA, IRS & DOL regulations regarding qualified plans
- Analyzes census to determine eligibility
- Calculates employer contributions based on plan provisions and client requests
- Performs annual non-discrimination tests and discusses testing results with clients
- Prepares Government Forms and works with the plan's auditor
- Identifies and processes RMD distributions for eligible participants
- Works with Administrators to meet deadlines
- Leads client and advisor calls/meetings
- Conducts annual year-end clean-up activities
- Determines and calculates required plans corrections
- Participates in client document calls during the onboarding process
- Works with client and payroll team to ensure eligibility is correctly determined
- Reviews timeliness of employee deferral remittances and notifies employers of late deposits
- College degree or 7+ years of retirement experience
- Minimum of 3 years in account manager or similar role
- QKA designation required or willingness to attain
- Mastery of administrator functions and skills
- Excellent verbal and written communication skills
- Knowledge of Excel and other Microsoft applications/software
- Excellent math skills
- Strong analytical and problem-solving skills
- Ability to provide a high level of service to clients
- Experience with Relius strongly desired
- Experience with Salesforce strongly desired
- Experience with FT Williams strongly desired
- Competitive salary based on experience
- Flexible working hours
- Opportunities for professional development
- A collaborative remote working environment
- Comprehensive benefits package
- Work-life balance support
Why 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.
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Job Location
Maryland, United States
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