Nova 401(k) Associates is looking for an Experienced Implementation Account Manager to support client onboarding for retirement plans. This remote role requires 5+ years of relevant experience and excellent communication skills. Responsibilities include liaising with clients and advisors, handling data collection, and ensuring a smooth implementation process. The position offers a competitive salary ranging from $70,000 to $90,000 along with benefits such as medical insurance, paid time off, and a 401(k) plan.
Qualifications
Five or more years of retirement plan implementation/onboarding experience.
Ability to manage workload towards weekly goals in a results-oriented team environment.
Excellent written and verbal communication skills.
Responsibilities
Provide excellent client/advisor experience during the implementation phase of their plan.
Request and coordinate collection of data from clients and outside professionals.
Act as a liaison between clients, advisors, and platform providers.
Skills
Client relations
Data coordination
Communication skills
Time management
Critical thinking
Job description
Nova 401(k) Associates is looking for an Experienced Implementation Account Manager to support client onboarding for retirement plans. This remote role requires 5+ years of relevant experience and excellent communication skills. Responsibilities include liaising with clients and advisors, handling data collection, and ensuring a smooth implementation process. The position offers a competitive salary ranging from $70,000 to $90,000 along with benefits such as medical insurance, paid time off, and a 401(k) plan.