Remote Retirement Plan Relationship Manager

Alerus Financial; Arden Hills (MN); Remote; USD 50,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation package with

Comprehensive benefits: medical,Dental

401(k) and ESOP

Generous paid time off

Learning and development resources

Volunteer time and donation match

Job summary

Alerus Financial is seeking an Account Manager to provide day-to-day client support for retirement plans. This remote position prefers candidates located in or near listed markets and will involve coordinating with internal teams to ensure seamless service for a portfolio of clients.

As the client-facing quarterback, you will leverage Salesforce to route inquiries, manage open items, and maintain accurate documentation while delivering top-tier service and pursuing continuous improvement in

Qualifications

• Bachelor's Degree in a business-related field or equivalent experience.
• Minimum of two years' defined contribution plan customer service experience.
• ASPPA Retirement Plan Fundamentals course must be taken within 12 months of hire.
• Strong organizational, communication, and interpersonal skills.
• Ability to work independently and prioritize multiple stakeholders.
• Proficiency in Microsoft Word and Excel.

Responsibilities

• Build and maintain relationships with a portfolio of clients.
• Serve as day-to-day point of contact for client inquiries.
• Coordinate with internal teams to meet client needs.
• Track account activity and maintain CRM records.
• Provide timely support and issue resolution for plans.

Skills

Client relationships

Communication skills

Organizational skills

Independent work

Microsoft Word

Microsoft Excel

Customer service

Problem solving

Education

Bachelor's Degree in business field

Tools

Salesforce

Job description

Alerus Financial is seeking an Account Manager to provide day-to-day client support for retirement plans. This remote position prefers candidates located in or near listed markets and will involve coordinating with internal teams to ensure seamless service for a portfolio of clients.

As the client-facing quarterback, you will leverage Salesforce to route inquiries, manage open items, and maintain accurate documentation while delivering top-tier service and pursuing continuous improvement in