高级定义缴费账户经理
Senior Defined Contribution Account Manager
如果你擅长解决客户的401(k)问题,你值得拥有比“一般”更好的工作。你是否想要在家工作的灵活性和便利性?你是否在寻找有职业发展机会的职位?你是否厌倦了加班?如果是这样,Nova 401(k) Associates可能有一个令人惊喜的职位等你来!
职位概述:
Nova 401(k) Associates正在招聘全职远程的高级定向缴费账户经理职位。我们将为你提供包括电脑和电话在内的家庭办公设备。Nova已经提供远程工作超过10年。我们为远程员工提供良好的工作体验!
我们正在将账户经理职位转型,更加注重审核和客户/顾问服务。我们的账户经理由强大的实施团队、计划文件团队、专项项目团队和贷款与分配部门支持。我们的账户经理被分成团队,朝着公司目标努力,对表现突出的个人给予特别认可。每个团队主管会安排每周电话会议,讨论即将到来的截止日期以及Nova和行业内的最新动态。
关于Nova:
Nova 401(k) Associates是一家充满活力的第三方非生产型管理公司。我们拥有全国知名的销售团队,使我们能够持续增长,并为我们的专业人员提供职业发展机会。
Nova提供的福利:
该职位支持良好的工作与生活平衡,每周工作37.5小时,提供充足的带薪假期和加班费。我们还 financially 支持专业认证,并提供定期的专业培训。我们提供具有竞争力的薪酬包,包括医疗保险、牙科保险、残疾保险、人寿保险、401(k)计划和HSA。
岗位职责:
- 维护客户和顾问关系,保持高客户留存率
- 管理更复杂的计划案件
- 对其他团队成员的工作成果进行升级审核
- 在以结果为导向的团队环境中管理并优先处理你的工作量,以达成周目标
- 展现卓越的客户服务能力,并能就计划运作和设计向客户提供咨询
- 主动与客户和投资顾问沟通最新的行业动态
- 与其他Nova部门、记录机构和顾问合作,确保客户获得良好的体验
- Perf
查看英文原文
If you excel at solving your clients’ 401(k) problems, you deserve better than a job that is just “okay”. Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? Are you tired of working many hours of overtime? If so, Nova 401(k) Associates may have a “wow” position for you!
Overview of the Position:
Nova 401(k) Associates is looking to fill fully remote Senior Defined Contribution Account Manager positions. We will provide you with a home office set-up including a computer and a phone. Nova has been offering remote work for over 10 years. We offer a great work experience for our remote employees!
We are in the process of transforming our Account Manager positions to focus more on review and client/advisor service. Our Account Manager position is supported by a strong implementation group, plan document team, special projects team, and loan and distribution department. Our Account Managers are organized into teams that work toward firm goals with special recognition given to individuals with exceptional performance. Each Team Leader schedules weekly calls to discuss upcoming deadlines and developments within Nova and the industry.
About Nova:
Nova 401(k) Associates is a vibrant third party non-producing administration firm. We have a nationally recognized sales team allowing us to grow continuously and provide career advancement opportunities for our professionals.
What Nova Offers You:
This position supports a great work-life balance with a 37.5 hour work week, generous PTO, and overtime pay. We also financially support professional designations and offer regular, recurring, professional training. We offer a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, a 401(k) plan, and an HSA.
Job Responsibilities:
- Maintain client and advisor relationships with a high active client retention rate
- Maintain a caseload of more complicated plans
- Perform escalated work product review for other team members
- Manage and prioritize your workload towards weekly goals in a results-oriented team environment
- Exemplify superior client service and the ability to consult with clients regarding plan operation and design
- Proactively communicate with clients and investment advisors about new industry developments
- Work with other Nova departments, record-keepers, and advisors to ensure a great client experience
- Perform work according to Nova policies and procedures
Qualifications:
- Ten or more years of 401(k) plan administration experience
- NIPA or ASPPA credentials
- College degree
- Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
- Superior knowledge of 401(a)4 and controlled group testing; mergers and acquisitions experience
- Excellent written and verbal communication skills
- Excellent time management, organizational skills, and ability to multi-task
- Ability to proactively and independently manage a book of business
- Excellent organizational skills
- High level of critical thinking
- Committed to lifelong learning and coachable
Compensation and Benefits:
- Base Salary $100,000 - $125,000
- Salaried, non-exempt
- Medical, dental, disability, and life insurance
- Paid time off
- 401(k) plan with employer match
Work Location/Hours:
- Work from home
- Must work from USA and be authorized to work for any US employer
- We will supply all necessary computer equipment
- 37.5-hour work week
- You may choose a start time between 7:30 am and 8:30 am
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Originally posted on Himalayas