Retirement Account Manager - All Levels

Alerus Financial; Excelsior (MN); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation including base salary and bonus

Comprehensive benefits package

Generous paid time off programs

Learning and development resources

Financial wellness tools and discounts

Community support through paid volunteer time

Job summary

Alerus Financial is seeking an Account Manager in Excelsior, Minnesota, to provide exceptional client support and service. This role involves managing client relationships, addressing inquiries, and collaborating with internal teams to ensure client satisfaction.

Applicants should possess a Bachelor’s Degree, a minimum of two years of relevant experience, and skills in communication and organization. The position offers a competitive salary, comprehensive benefits, and opportunities for professional development.

Qualifications

• Minimum of two years' experience in defined contribution plan customer service/client relationship.
• ASPPA Retirement Plan Fundamentals course must be taken and passed within 12 months of hire date.

Responsibilities

• Support client relationships by addressing their immediate needs.
• Coordinate with internal teams to ensure client needs are met.
• Serve as the day-to-day point of contact for client inquiries.

Skills

Excellent organizational skills

Communication skills

Interpersonal skills

Process enhancement mindset

Intermediate knowledge of Microsoft Word

Intermediate knowledge of Microsoft Excel

Education

Bachelor's Degree in a business-related field

Job description

WHO ARE WE

Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

CORE VALUES

Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus

ABOUT THE ROLE

Account Managers (AMs) are responsible for providing day-to-day client support, ensuring seamless service and addressing immediate needs. Serving as the face of Alerus, AMs deliver top-tier customer service by leveraging both their own expertise and the deep institutional knowledge of internal colleagues who support them behind the scenes. Acting as the primary point of contact - 'quarterback' - for all plan-related questions, AMs utilize Salesforce to efficiently route inquiries to the appropriate teams within Alerus Retirement and Benefits (ARB). They maintain close oversight of all open items related to their assigned plans, ensuring timely resolution and consistent client satisfaction.

WHAT YOU'LL BE DOING

• You'll play a key role in supporting client relationships and ensuring their needs are met with care and attention. Under the guidance of senior team members, you'll learn to manage non-compliance tested accounts as well as full-service accounts, coordinate with internal teams, and help deliver excellent service that keeps clients satisfied and engaged.
• 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 (e.g. sales, operations, support) to ensure client needs are met.
• Track account activity and update CRM tools and documentation regularly.

WHAT YOU SHOULD HAVE

• Bachelor's Degree in a business related field, or equivalent experience.
• Minimum of two years' experience in defined contribution plan customer service/client relationship experience.
• 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.
• A mindset focused on continuous improvement, with a history of contributing to process enhancements or operations efficiency efforts.
• Ability to maintain professional working 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.

WHAT WE BRING TO THE TABLE

• Competitive compensation including base salary, bonus and/or incentive opportunities.
• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
• Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
• Learning and development resources for personal and professional career development, and advancement opportunities.
• Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
• Support for the communities we live in through paid volunteer time and a company donation match opportunity.

WORK ENVIRONMENT

Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

BASE PAY RANGE

$50,000 - $85,000 per year based on experience. Candidates with extensive knowledge in the industry will be reviewed for a more senior level role with an increased compensation range.

The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.

Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.