Retirement Plan Relationship Manager

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

Benefits offered by this job

Competitive compensation and bonus opportunities

Comprehensive benefits package

Generous paid time off programs

Access to financial experts

Support for community involvement

Job summary

Alerus Financial is seeking an Account Manager in Oak Knoll, Minnesota to support client relationships and ensure top-tier customer service. In this role, you will be the primary point of contact for clients, utilizing Salesforce to manage inquiries and service delivery effectively.

You will need a Bachelor’s degree and at least two years of experience in customer service within the defined contribution realm. A competitive benefits package, including flexible time off and professional development resources, is offered.

Qualifications

• Minimum of two years’ experience in defined contribution plan customer service/client relationship experience.
• ASPPA Retirement Plan Fundamentals course must be taken within 12 months of hire date.
• Ability to balance multiple priorities and stakeholders.

Responsibilities

• Provide day-to-day client support as the primary point of contact.
• Coordinate with internal teams to ensure client needs are met.
• Track account activity and update CRM tools regularly.

Skills

Organizational skills

Communication skills

Interpersonal skills

Customer service

Microsoft Excel

Microsoft Word

Education

Bachelor’s Degree in a business related field

Tools

Salesforce

Job description

Alerus Financial is seeking an Account Manager in Oak Knoll, Minnesota to support client relationships and ensure top-tier customer service. In this role, you will be the primary point of contact for clients, utilizing Salesforce to manage inquiries and service delivery effectively.

You will need a Bachelor’s degree and at least two years of experience in customer service within the defined contribution realm. A competitive benefits package, including flexible time off and professional development resources, is offered.