Remote Retirement Plan Manager

Alerus Financial; Phoenix (AZ); Remoto; USD 50.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

401(k) and ESOP

Paid time off

Holidays

Parental leave

Volunteer time

Descrizione del lavoro

Alerus Financial is seeking an Account Manager to provide day-to-day client support and act as the quarterback for plan-related questions. You will leverage Salesforce and collaborate with internal teams to ensure timely, high-quality service for retirement and benefits clients.

Ideal candidates have two years in defined contribution plan service, strong organizational and communication skills, and the ability to work independently.

Competenze

• Bachelor's degree or equivalent experience required.
• Minimum of two years of defined contribution plan customer service or client relationship experience.
• ASPPA Retirement Plan Fundamentals course must be completed within 12 months of hire date.
• Excellent organizational, communication, and interpersonal skills with the ability to balance multiple priorities.
• A mindset focused on continuous improvement and process/operations efficiency.
• Ability to maintain professional relationships with internal and external clients.
• Ability to work independently and set priorities.
• Ability to interpret documents and resolve technical problems.
• Intermediate knowledge of Microsoft Word and Excel.

Mansioni

• 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 (sales, operations, support) to meet client needs.
• Track account activity and update CRM tools and documentation regularly.
• Under guidance of senior team members, learn to manage non-compliance tested and full-service accounts.

Formazione

Bachelor's Degree in business or related field

ASPPA Retirement Plan Fundamentals course

Organizational skills

Communication skills

Interpersonal skills

Independence & prioritization

Documentation interpretation & problem solving

MS Word

MS Excel

Descrizione del lavoro

Alerus Financial is seeking an Account Manager to provide day-to-day client support and act as the quarterback for plan-related questions. You will leverage Salesforce and collaborate with internal teams to ensure timely, high-quality service for retirement and benefits clients.

Ideal candidates have two years in defined contribution plan service, strong organizational and communication skills, and the ability to work independently.