Note: The job is a remote job and is open to candidates in USA. Nova 401(k) Associates is a growing national third party administration firm looking to fill remote Defined Contribution Account Manager positions. The role focuses on client relationship management, consulting on plan design, and ensuring a superior client experience.
Responsibilities
- Maintain client and advisor relationships with a high active client retention rate
- Maintain a caseload of PEP and 402(a) solution clients
- Manage and prioritize workload towards weekly goals in a results-oriented team environment
- Exemplify superior client service and ability to consult with clients regarding plan operation and design
- Work with other departments, record-keepers, and advisors to ensure a great client experience
- Perform work according to AMP and Nova policies and procedures
- Proactively communicate with clients and investment advisors about new industry developments
Skills
- Minimum of 5 years of 401(k) plan administration experience and/or minimum of 5 years of experience consulting on 401(k) plan administration
- Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing
- NIPA or ASPPA credentials
- College degree
- Excellent written and verbal communication skills
- Excellent organizational skills
- High level of critical thinking
- Ability to multitask
- Committed to lifelong learning and coachable
- Experience with pricing and billing a plus
- Familiarity with PEP, 402(a), and/or 3(16) service models and providers a plus
Benefits
- Home office set-up including a computer and a phone
- Great work-life balance with a 37.5-hour work week
- Generous PTO
- Overtime pay
- Financially support professional designations
- Regular, recurring, professional training
- Medical insurance
- Dental insurance
- Disability insurance
- Life insurance
- Paid time off
- 401(k) plan with employer match
- We will supply all necessary computer equipment
- Work from home
- You may choose a start time between 7:30 am and 8:30 am
Company Overview