Nova 401(k) Associates ยท 5 months ago
Defined Contribution MEP Account Manager
United States
Full-time
Onsite
Mid, Senior Level
$74K/yr - $95K/yr
5+ years expNova 401(k) Associates is a vibrant and growing national third party, non-producing administration firm looking to fill fully remote Defined Contribution MEP Account Manager positions. The role focuses on maintaining client and advisor relationships, managing a caseload of MEP adopters, and ensuring a superior client experience through proactive communication and collaboration with various teams.
ConsultingFinancial Services
No H1B
Responsibilities
Maintain client and advisor relationships with a high active client retention rate
Maintain a caseload of MEP adopters, approximately 50% split between ADP and Safe Harbor plans
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 Nova departments, record-keepers, and advisors to ensure a great client experience
Document all client interactions in our workflow management system
Perform work according to Nova policies and procedures
Proactively communicate with MEP clients and investment advisors about new industry developments
Qualification
Required
Five or more years of 401(k) plan administration experience
Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing
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
High level of critical thinking
Committed to lifelong learning and coachable
Preferred
Familiarity with MEP service models and providers a plus
NIPA credential, ASPPA credential, or a 4-year college degree
Benefits
Medical, dental, disability, and life insurance
Paid time off
401(k) plan with employer match
Company
Nova 401(k) Associates
Nova 401(k) Associates is a financial services firm headquartered in Houston.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Arasely Valdez, ERPA, QPA, QKA, APA
Chief Operations Officer
Company data provided by crunchbase