Remote Retirement Plan Account Manager

Alerus Financial; Fargo (ND); Remote; USD 50,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Generous paid time off

Learning and development resources

Financial wellness tools and discounts

Job summary

Alerus Financial is hiring Account Managers for a remote role, preferably residing in Minnesota, North Dakota, or Arizona markets. You will act as the primary client contact, coordinating with internal teams and leveraging Salesforce to ensure timely resolution of plan-related inquiries.

Role focuses on managing relationships, front-line client support, and driving service excellence across defined contribution plans. Strong organization and communication skills are essential.

Qualifications

• Bachelor's degree in business or related field.
• Two years' experience in defined contribution plan customer service or client relationships.
• ASPPA Retirement Plan Fundamentals course must be taken and passed within 12 months of hire date.
• Excellent organizational, communication, and interpersonal skills with the ability to balance multiple priorities and stakeholders.
• Ability to work independently and set priorities.
• Intermediate knowledge of Microsoft Word and Excel.

Responsibilities

• Build and maintain positive relationships with a portfolio of clients.
• Serve as the day-to-day point of contact for client inquiries and support.
• Coordinate with internal teams to ensure client needs are met.
• Track account activity and update CRM tools and documentation regularly.
• Support client relationships and ensure their needs are met with care and attention under guidance from senior team members.

Skills

Organizational skills

Communication skills

Interpersonal skills

Independent work

Prioritization

Education

Bachelor's degree in business or related field

ASPPA Retirement Plan Fundamentals (within 12 months)

Tools

Microsoft Word

Microsoft Excel

Job description

Alerus Financial is hiring Account Managers for a remote role, preferably residing in Minnesota, North Dakota, or Arizona markets. You will act as the primary client contact, coordinating with internal teams and leveraging Salesforce to ensure timely resolution of plan-related inquiries.

Role focuses on managing relationships, front-line client support, and driving service excellence across defined contribution plans. Strong organization and communication skills are essential.