Retirement Plan Services Account Manager - Multiple Locations

Savant Wealth Management; Rockford (IL); Hybrid; USD 68,000 - 95,000; Full time

Job summary

Join an innovative and client-focused firm where your role as a Retirement Plan Services Account Manager will be pivotal in delivering exceptional service to retirement plan sponsors. In this dynamic position, you will engage with clients, resolve inquiries, and enhance relationships to ensure client satisfaction and retention. With a culture driven by integrity and collaboration, you will be part of a team that values innovation and excellence. This is your opportunity to contribute to a purpose-driven organization that prioritizes client success and employee growth. Embrace a flexible work model and a comprehensive benefits package designed to support your well-being and career development.

Benefits

Comprehensive Benefits Package

401(k) with Company Match

Generous Paid Time Off

Professional Development Paid Time

Flexible Dental Coverage

Vision Insurance

Company-Paid Life Insurance

Employee Recognition Program

Wellness Reimbursements

Dress for Your Day Policy

Qualifications

• 3+ years of customer relationship experience, including retirement or financial services.
• Knowledge of daily administration of retirement plans.

Responsibilities

• Provide exceptional service to retirement plan sponsors and resolve inquiries.
• Collaborate with internal teams to enhance customer relationships.

Skills

Customer Relationship Management

Communication Skills

Problem-Solving

Presentation Skills

Negotiation Skills

Education

Bachelor’s degree in a business field

Tools

MS Office (Excel)

Job description

Retirement Plan Services Account Manager - Multiple Locations

Join to apply for the Retirement Plan Services Account Manager - Multiple Locations role at Savant Wealth Management

Retirement Plan Services Account Manager - Multiple Locations

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Join to apply for the Retirement Plan Services Account Manager - Multiple Locations role at Savant Wealth Management

Direct message the job poster from Savant Wealth Management

Talent Acquisition Specialist | Ideal Future Builder | Delivering Happiness and Success Through Careers in Finance & Accounting! Interested in…

Shape Client Success Through Exceptional Service!

We’re seeking a Retirement Plan Services Account Manager to deliver exceptional service to retirement plan sponsors by resolving inquiries and ensuring client satisfaction. This role involves close collaboration with internal teams and intermediaries to strengthen relationships and support long-term plan retention.

As an Account Manager, you will provide excellent customer service to our retirement plan sponsors by responding to their inquiries and researching and providing resolution to issues that may arise. You will work closely with internal teams and intermediaries to enhance customer relationships and satisfaction to drive and maintain strong plan retention.

For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. We are driven by a purpose to serve our clients with skill, passion, and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. If you want to be part of a culture that is defined by strong values - Savant is right for you.

The Retirement Plan Services Account Manager can expect to focus in the following areas:

• Develop and foster proactive, positive relationships with clients, advisors, internal teams and intermediaries to ensure client retention.
• Provide prompt, accurate and consistent information that meets the needs and expectations of our clients.
• Demonstrate general knowledge of recordkeeping, outsourcing and processing capabilities.
• Effectively use available resources to resolve a variety of issues with clients which could include inquiries on compliance, tax reporting, audits, fees, system issues, and IRS guidelines.
• Collaborate with internal partners to address client needs, develop, and maintain action plans, and consult on products, services, and capabilities to successfully arrive at solutions for retaining clients and resolving complex client issues.
• Gather data from multiple systems to interpret, trouble-shoot and resolve problems with limited management assistance.
• Ability to communicate face-to-face or via conference call with clients, advisors, internal service teams and intermediaries.
• Capable of generating reports and other client facing materials.
  
  

A couple things to note about our Retirement Plan Services Account Manager position:

• Once training is complete, the opportunity for a flexible work model will be reviewed. With this hybrid work model, candidates will be required to reside within a reasonable commuting distance to a Savant office.
• The schedule is Monday – Friday 8:00am – 5:00pm.
  
  

The Retirement Plan Services Account Manager position typically requires the following qualifications:

• Bachelor’s degree in a business field or equivalent education/experience
• Three years of customer relationship experience, including one year of retirement or financial services industry experience
• Knowledge of daily administration of retirement plans
• Excellent relationship management and ability to communicate with clients in a professional manner, orally and in writing
• Effective presentation, influence, and negotiation skills
• Proficiency using MS Office tools, including Excel
• Series 65
  
  

Why Join Us?

• We are a growing, fee-only, independent, majority employee-owned RIA.
• We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.
• We help our clients reach their ideal futures.
• Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the “Savant Way.” We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve.
  
  

The Perks

At Savant, we are committed to supporting our employees' as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $68,600 - $94,400. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.

In addition to compensation. We also offer a comprehensive benefits package designed to enhance both your personal and professional life. Below is a list of our offerings. The specific benefits available for this role can be discussed in detail during the hiring process.

• Comprehensive Benefits Package on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
• Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
• Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
• Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
• Vision Insurance: Keep your eyes healthy with our vision insurance plan.
• Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
• Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
• 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
• Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Fridays.
• Personal Leave : Don’t stress with the opportunity for up to four weeks of leave for extenuating circumstances that may not qualify for FMLA.
• Parental Leave : Enjoy those first few weeks with your growing family. All parents welcoming a child into their home will receive four weeks of paid parental leave. Birth Parents will receive a total of 10 weeks when combined with their medical recovery leave.
• Bereavement Pay : During these difficult times, we recognize the emotional impact and offer leave time of up to 2 week’s for employees who experience a loss of a spouse or child.
• Professional Development Paid Time : Invest in your lifelong learning and excellence. through professional development. Employees receive two paid days per test for covered certifications or registrations.
• PTO Pool: We support each other! Any unused PTO can be donated for employees to utilize for serious medical situations involving themselves as well as an immediate family member.
• Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
• Employee Recognition: Be celebrated with monetary awards through our recognition program.
• Team Incentive Plans : Participate in our team incentive plan for additional earning opportunities.
• Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
• Exclusive Discounts: Take advantage of various discount programs for additional savings.
• Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
• Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
  
  

Take your career to new heights, apply today!

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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