Hybrid Entry Level Account Manager *Paid Training*

The role

Associate Account Managers provide clients support on 401(k) issues over the phone. This includes assisting with census submission questions, submitting Form 5500, and other plan-related issues.

What you will do

• Maintain a caseload of safe harbor clients
• Maintain client and advisor relationships with a high active client retention rate
• Manage and prioritize workload towards weekly goals
• Consult with clients regarding plan operation and design
• Follow-up by phone with clients about missing items
• Assist firm-wide clients via phone, video conference, or email
• Work with other Nova departments, record-keepers, and advisors
• Document all client interactions in our workflow management system
• Perform work according to Nova policies and procedures
• Complete assigned training and work towards obtaining an industry designation

Required qualifications

• Bachelor’s degree
• Excellent written communication skills and ability to compose a professional email
• Excellent verbal communication skills and knowledge of phone etiquette
• Excellent time management, organizational skills, and ability to multi-task
• Experience with Microsoft Office and comfortable using a computer
• Committed to lifelong learning and coachable

Nice to have

• Customer service experience
• Knowledge of VOIP phone systems
• Help desk experience

Benefits

• Paid training
• Industry credential support including paying for study time, exams, and professional membership fees
• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match
• All necessary computer equipment supplied

Before you apply

• Must be authorized to work for any US employer

About the company

Nova 401(k) Associates is an energetic and thriving national third-party administrator for retirement plans.