Entry Level Associate Account Manager

Nova 401(k) Associates; Houston (TX); On-site; USD 55,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, disability, and life

Paid time off

401(k) plan with employer match

Job summary

Nova 401(k) Associates seeks an Associate Account Manager to begin January 2027 in Houston. You will support clients with 401(k) issues over the phone, handle census questions, Form 5500 submissions, and related plan questions while participating in paid training.

The role offers paid credential support, advancement opportunities toward QKA, and a five‑day work week in our Houston office, with potential hybrid setup after probation.

Qualifications

• Bachelor's degree required.
• Customer service experience a plus.
• Excellent written and professional email communication.
• Excellent verbal communication and phone etiquette.
• Strong time management and organization skills.
• Experience with Microsoft Office; computer literate.
• Knowledge of VOIP systems is a plus.
• Help desk experience a plus.
• Committed to lifelong learning and coachable.

Responsibilities

• Maintain a high level of client service for team-based Solo(k) Services; client base not assigned.
• Manage and prioritize workload toward weekly goals in a results-oriented team environment.
• Consult with clients regarding plan operation, design, and upgrading platforms.
• Follow-up by phone with clients about missing items.
• Assist clients via phone, video conference, or email with census submission issues and Form 5500 submissions.
• Collaborate with account managers to ensure a positive client experience.
• Document all client interactions in the workflow management system.
• Assist with training and balance workloads to receive well‑rounded training.
• Work toward obtaining an industry designation.

Skills

Strong communication

Customer service

Time management

Microsoft Office

VOIP knowledge

Help desk experience

Education

Bachelor's degree

Tools

Microsoft Office

VOIP systems

Job description

We are hiring for January 2027! Are you a strong communicator who enjoys helping people solve problems and wants to build a meaningful career with room to grow? Nova 401(k) Associates is seeking motivated professionals to join our team as Associate Account Managers in January 2027. You'll receive paid training, industry credential support, and hands‑on experience while working for a company that invests in employee development, embraces technology and innovation, promotes from within, and values work‑life balance. If you're looking for a professional environment where you can learn, grow, and make a difference for clients every day, we'd love to hear from you.

Overview of the Position:

Nova 401(k) Associates is looking to fill Associate Account Manager (Customer Service) positions. The role will begin in January 2027. Associate Account Managers provide clients support on 401(k) issues over the phone. For example, Associate Account Managers may assist clients with census submission questions, submitting Form 5500, and other issues related to their 401(k) plan.

Associate Account Managers receive paid training. Nova supports Associate Account Managers obtaining industry credentials by paying for study time, exams, and professional membership fees. Excellent performers who obtain a QKA designation will be eligible to apply for other positions after 18 months. The Associate Account Manager will be required to work five days per week from our Houston, TX office.

About Nova:

Nova 401(k) Associates is a vibrant 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:

• Maintain a high level of client service for team-based Solo(k) Services; client base not assigned
• Manage and prioritize workload towards weekly goals in a results-oriented team environment
• Consult with clients regarding plan operation, design, and upgrading platforms
• Follow-up by phone with clients about missing items
• Assist firm-wide clients via the phone, video conference, or email with census submission issues, submitting Forms 5500, simple 401(k) questions, resetting passwords, troubleshooting web access, etc.
• Collaborate with account managers and others to ensure a positive client experience
• Document all client interactions in our workflow management system
• Assist with other assigned tasks to balance workloads and receive well-rounded training
• Perform work according to Nova policies and procedures
• Complete assigned training
• Work towards obtaining an industry designation

Qualifications:

• Bachelor's degree
• Customer service experience a plus
• 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
• Knowledge of VOIP phone systems a plus
• Help desk experience a plus
• Committed to lifelong learning and coachable

Salary and benefits:

• Base Salary $55,000 - $60,000
• Salaried, non-exempt position
• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match

Work Location/Hours:

• Must work in the Houston, TX office 5 days per week
• The role will begin in January 2027
• Position may be eligible for hybrid setup after probationary period
• Must be authorized to work for any US employer
• Must attend regular video meetings via Microsoft Teams or equivalent
• We will supply all necessary computer equipment
• Work hours: standard business hours; 40 hours per week
• You may choose a start time between 8:00 am and 9:00 am CST

Nova 401(k) Associates is an energetic and thriving national third-party administrator for retirement plans. We respond to all applications. If you do not receive a response, please check your junk or spam mail folder.

We get it. We listen. We communicate.

Click Here to review our Privacy Policy