Senior Retirement Client Manager, 3(16) Fiduciary | Remote

Pentegra Services, Inc.; Northern (KY); Hybrid; USD 75,000 - 90,000; Full time

Job summary

Pentegra Services, Inc. is seeking an experienced Account Manager to support Enhanced 3(16), Comprehensive 3(16) and Institutional 3(16) clients remotely in the US.

The role maintains Bundled Recordkeeper relationships for approximately 100 clients, reviews compliance, calculations, and forms, and collaborates with auditors and plan administration staff. The ideal candidate has deep knowledge of ERISA and fiduciary requirements, outstanding client service, and the ability to work independently

Qualifications

• 5+ Years of Defined Contribution retirement compliance and service experience.
• Minimum of 1 year in Account Manager or similar role in retirement administration.
• QKA designation required or willingness to attain.
• Excellent Client Relationship skills
• Mastery of administrator functions and skills
• Problem solving ability
• Excellent communication and organizational skills
• Ability to work in fast paced team environment
• Knowledge of Excel and other Microsoft applications/software
• Experience with FT Williams strongly desired
• Ability and willingness to provide a high level of service to clients and partners.
• 3(16) Fiduciary Services knowledge a plus
• If remote employee, must have previous experience working from home

Responsibilities

• Provides timely, superior customer service and issue resolution to clients and advisors
• Maintains client relationships with high client retention rate
• Interprets plan documents. Able to identify and effectively communicate improvements to clients and partners.
• Thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans
• Works with assigned Administrator to ensure deadlines are met timely
• Works with client to ensure Plan corrections are properly executed
• Support the training and development of new team members by providing guidance, sharing best practices, and helping them develop the skills and knowledge needed to succeed in the role.
• Participate in projects throughout the year in order to support the team in meeting industry deadlines.
• Assigned Account Manager for key clients, including large and significant retirement plans.

Skills

Account management

Client relationships

Excel

Communication

Organizational skills

Problem solving

Team environment

Remote work

FT Williams

Fiduciary knowledge

QKA designation

Retirement compliance

Tools

Microsoft Office

Job description

Pentegra Services, Inc. is seeking an experienced Account Manager to support Enhanced 3(16), Comprehensive 3(16) and Institutional 3(16) clients remotely in the US.

The role maintains Bundled Recordkeeper relationships for approximately 100 clients, reviews compliance, calculations, and forms, and collaborates with auditors and plan administration staff. The ideal candidate has deep knowledge of ERISA and fiduciary requirements, outstanding client service, and the ability to work independently