Senior Account & Client Consultant - Retirement Plans
About the position
The Account and Client Management supports a portfolio of defined contribution
retirement plans (401(k), 403(b), 457) and serves as the primary point of
contact for plan sponsors, financial professionals, and TPAs. tThis position is
a subject matter expert responsible for delivering proactive service and
strategic support to ensure client satisfaction, retention, and profitability.
Collaborate cross-functionally to resolve complex issues, lead client meetings,
and drive continuous improvement initiatives. Maintain deep knowledge of
retirement plan operations, support internal projects, and mentor new team
members.
Responsibilities
• Manage caseload of defined contribution plans (including 401(k), 403(b) and
457 plans) ranging from $3 million to over $100 million in assets.
• Build and maintain strong, proactive relationships with retirement plan
sponsors, financial professionals, TPAs, and internal teams to ensure client
satisfaction, retention, and profitability—while independently providing
daily support and aligning services with client expectations.
• Act as liaison between clients, TPAs, financial professionals, and Ameritas.
• Perform research in problematic situations and use analytical skills to
resolve. Coordinate with the manager to research issues and negotiate problem
resolution.
• Follow through on inquiries and initiate correspondence with clients and
external parties.
• Maintain working knowledge of 401(k), 403(b), and governmental plan
provisions.
• General knowledge of recordkeeping systems, functional operations, and
internal applications.
• Exploring, participating in and leading organizational and client projects
and initiatives; recognize and communicate possible improvements to
management.
• Develop and implement strategies to strengthen satisfaction, loyalty, and
reliability.
• Demonstrate effective service recovery with minimal escalations.
• Responsible for keeping records, account updates, and outgoing mail to
clients
• Identify at-risk clients and collaborate with RM’s and internal partners to
address client needs, develop and maintain action plans, and consult on
products, services, and capabilities to successfully arrive at solutions for
retaining clients and resolving complex client issues.
• Lead effective/strategic client meetings and provide proactive outreach for
important plan and client updates, present and lead virtual meetings as
needed.
• Assist with mentoring new account managers.
Requirements
• Bachelor's Degree or equivalent experience Business, Communication, or
related field required
• 1-3 years Relevant Experience in Retirement Plans and customer service
experience required
• Retirement Plan Fundamental (RPF) Certificate requiredt(can be obtained after
entering role)
• Proficiency with Microsoft Office applications, retirement plans, and Client
Relationship Management (CRM) systems required
• Excellent virtual meeting and presentation skills required
• Ability to actively engage with financial professionals, TPAs and plan
sponsors
Nice-to-haves
• QKA designation desired (can be obtained after entering role)
Benefits
• 401(k) Retirement Plan with company match and quarterly contribution
• Tuition Reimbursement and Assistancet
• Incentive Program Bonusest
• Competitive Payt
• Flexible Hybrid work
• Thrive Days - Personal time off
• Paid time off (PTO)
• Health Benefits: Medical, Dental, Visiont
• Health Savings Account (HSA) with employer contribution
• Well-being programstwith financial rewards
• Employee assistance program (EAP)
• Professional development programs
• Leadership development programs
• Employee resource groups
• StrengthsFinder Program
• Matching donations program
• Paid volunteer time– 8 hours per month
• Generous paid maternity leave and paternity leave
• Fertility, surrogacy and adoption assistance
• Backup child, elder and pet care support
Apply tot his job
Apply To this Job
The Account and Client Management supports a portfolio of defined contribution
retirement plans (401(k), 403(b), 457) and serves as the primary point of
contact for plan sponsors, financial professionals, and TPAs. tThis position is
a subject matter expert responsible for delivering proactive service and
strategic support to ensure client satisfaction, retention, and profitability.
Collaborate cross-functionally to resolve complex issues, lead client meetings,
and drive continuous improvement initiatives. Maintain deep knowledge of
retirement plan operations, support internal projects, and mentor new team
members.
Responsibilities
• Manage caseload of defined contribution plans (including 401(k), 403(b) and
457 plans) ranging from $3 million to over $100 million in assets.
• Build and maintain strong, proactive relationships with retirement plan
sponsors, financial professionals, TPAs, and internal teams to ensure client
satisfaction, retention, and profitability—while independently providing
daily support and aligning services with client expectations.
• Act as liaison between clients, TPAs, financial professionals, and Ameritas.
• Perform research in problematic situations and use analytical skills to
resolve. Coordinate with the manager to research issues and negotiate problem
resolution.
• Follow through on inquiries and initiate correspondence with clients and
external parties.
• Maintain working knowledge of 401(k), 403(b), and governmental plan
provisions.
• General knowledge of recordkeeping systems, functional operations, and
internal applications.
• Exploring, participating in and leading organizational and client projects
and initiatives; recognize and communicate possible improvements to
management.
• Develop and implement strategies to strengthen satisfaction, loyalty, and
reliability.
• Demonstrate effective service recovery with minimal escalations.
• Responsible for keeping records, account updates, and outgoing mail to
clients
• Identify at-risk clients and collaborate with RM’s and internal partners to
address client needs, develop and maintain action plans, and consult on
products, services, and capabilities to successfully arrive at solutions for
retaining clients and resolving complex client issues.
• Lead effective/strategic client meetings and provide proactive outreach for
important plan and client updates, present and lead virtual meetings as
needed.
• Assist with mentoring new account managers.
Requirements
• Bachelor's Degree or equivalent experience Business, Communication, or
related field required
• 1-3 years Relevant Experience in Retirement Plans and customer service
experience required
• Retirement Plan Fundamental (RPF) Certificate requiredt(can be obtained after
entering role)
• Proficiency with Microsoft Office applications, retirement plans, and Client
Relationship Management (CRM) systems required
• Excellent virtual meeting and presentation skills required
• Ability to actively engage with financial professionals, TPAs and plan
sponsors
Nice-to-haves
• QKA designation desired (can be obtained after entering role)
Benefits
• 401(k) Retirement Plan with company match and quarterly contribution
• Tuition Reimbursement and Assistancet
• Incentive Program Bonusest
• Competitive Payt
• Flexible Hybrid work
• Thrive Days - Personal time off
• Paid time off (PTO)
• Health Benefits: Medical, Dental, Visiont
• Health Savings Account (HSA) with employer contribution
• Well-being programstwith financial rewards
• Employee assistance program (EAP)
• Professional development programs
• Leadership development programs
• Employee resource groups
• StrengthsFinder Program
• Matching donations program
• Paid volunteer time– 8 hours per month
• Generous paid maternity leave and paternity leave
• Fertility, surrogacy and adoption assistance
• Backup child, elder and pet care support
Apply tot his job
Apply To this Job