Job description
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
Salaried, non-exempt
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
40-hour work week
We get it. We listen. We communicate.
Click Here to review our Privacy Policy
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.