Account Manager
Risk Strategies · US
This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 2 days per week at our New York office location. Risk Strate...
Job description
This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 2 days per week at our New York office location. Risk Strategies Company Retirement Plan Services seeks an experienced and highly skilled Senior 401(k) / Retirement Plan Account Manager to lead a portfolio of clients. This role requires a deep understanding of ERISA regulations and fiduciary responsibilities. Your Impact: - Manage workflows and communications for retirement plan Trustees and Participants - Develop analysis on retirement options and performance - Prepare client presentations and reporting - Attend client enrollment and ongoing support meetings - Serve as primary contact for assigned plan sponsors, advisors, and brokers for more complex or sensitive plans. - Act as liaison between plan sponsors and various internal groups. - Promote customer satisfaction through effective service delivery. - Ensure prompt and effective response to all plan sponsor inquiries. - Respond to plan sponsor's requests on a variety of issues, including plan amendments. - Understand the product, systems, and applicable IRS and DOL regulations. - Assist with compliance testing. Successful Candidate...