Retirement Plan Client Success Manager

Alerus; Minnesota; On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Generous paid time off programs

Learning and development resources

Access to financial experts for guidance

Community support through volunteer time

Job summary

Alerus is looking for an Account Manager to provide key support for client relationships in Minnesota. This role involves ensuring seamless service and serving as the primary contact for all client inquiries within the retirement and benefits space.

The ideal candidate will hold a Bachelor's Degree and possess a minimum of three years of experience in defined contribution plans. Strong communication and organizational skills are essential for success in this dynamic position.

Qualifications

• Bachelor’s Degree in a business related field, or equivalent experience.
• Minimum of three years’ experience in defined contribution plans.
• QKA credential (Qualified 401(k) Administrator) is strongly recommended; candidates actively pursuing the designation or with equivalent expertise will be considered.
• 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 of Microsoft Word and Excel.

Responsibilities

• You’ll play a key role in supporting client relationships and ensuring their needs are met with care and attention.
• 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.

Job description

Alerus is looking for an Account Manager to provide key support for client relationships in Minnesota. This role involves ensuring seamless service and serving as the primary contact for all client inquiries within the retirement and benefits space.

The ideal candidate will hold a Bachelor's Degree and possess a minimum of three years of experience in defined contribution plans. Strong communication and organizational skills are essential for success in this dynamic position.