Defined Contribution MEP Account Manager jobs in United States
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Nova 401(k) Associates ยท 4 months ago

Defined Contribution MEP Account Manager

positionHouston, TX
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$74K/yr - $95K/yr
date5+ years exp

Nova 401(k) Associates is a vibrant and growing national third party, non-producing administration firm. They are seeking a Defined Contribution MEP Account Manager to maintain client and advisor relationships, manage a caseload of MEP adopters, and ensure a great client experience through proactive communication and collaboration with various departments.

ConsultingFinancial Services
badNo H1Bnote

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

ADP/ACP testingMEP service modelsNIPA credentialASPPA credentialMulti-taskingCoachableWritten communicationVerbal communicationTime managementOrganizational skillsCritical thinkingLifelong learning

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
Familiarity with MEP service models and providers a plus
NIPA credential, ASPPA credential, or a 4-year college degree
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

Benefits

Medical, dental, disability, and life insurance
Paid time off
401(k) plan with employer match

Company

Nova 401(k) Associates

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Nova 401(k) Associates is a financial services firm headquartered in Houston.
dateFounded in 2002
location
Houston, Texas, USA
people-size51-200 employees
web-link
http://nova401k.com

Funding

Current Stage
Growth Stage

Leadership Team

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Arasely Valdez, ERPA, QPA, QKA, APA
Chief Operations Officer
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Company data provided by crunchbase