Account Manager (REMOTE) | Retirement & Investment

CBIZ; St. Louis (MO); Remote; USD 65,000 - 75,000; Full time

Job summary

An established industry player is seeking a dedicated Account Manager to enhance client relationships in retirement and investment services. This full-time remote role emphasizes client management, ensuring satisfaction while addressing compliance and operational challenges. You'll collaborate with internal teams to deliver accurate information and assist in the introduction of new products. If you're passionate about client success and have a knack for problem-solving, this is the perfect opportunity to make a significant impact in a rewarding environment.

Qualifications

• 3+ years in retirement plan administration and compliance.
• Knowledge of industry standards and IRS guidelines.

Responsibilities

• Serve as the primary contact for client satisfaction.
• Resolve client inquiries related to compliance and audits.
• Promote client retention through quality service.

Skills

Client Management

Communication Skills

Leadership

Problem Solving

Knowledge of IRS Guidelines

Operational Efficiency

Education

High School Diploma or GED

Bachelor's Degree

Tools

MS Office

Enterprise Communication Tools

Job description

Join to apply for the Account Manager (REMOTE) | Retirement & Investment role at CBIZ.

This position is full-time and exempt, with a focus on client management within retirement and investment services.

Essential Functions and Primary Duties:

• Serve as the primary contact for a specified block of business, ensuring overall client satisfaction.
• Resolve client inquiries related to compliance, tax reporting, audits, and IRS guidelines using available resources.
• Respond professionally and promptly to plan sponsors' questions or issues.
• Promote client retention and identify opportunities to deepen existing relationships through quality service.
• Provide solutions that increase operational efficiencies.
• Collaborate with internal teams to deliver timely and accurate information.
• Assist with the introduction of new products and services.
• Handle complex situations or requests effectively.
• Create plan communications focusing on compliance and education.
• Attend and prepare materials for client meetings.
• Achieve service goals as established by the department.
• Perform additional responsibilities as assigned.

Qualifications:

Preferred: Bachelor's degree.

Minimum: High school diploma or GED, with at least three years of retirement plan administration and compliance experience. Knowledge of industry standards, laws, regulations, and proficiency in MS Office and enterprise communication tools. Pursuing QPA or QKA certifications is a plus. Must have strong communication, initiative, leadership, and travel capabilities.

The salary range for this role is $65,000-$75,000 annually, based on experience and skills.