AMP Account Manager jobs in United States
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Nova 401(k) Associates ยท 3 hours ago

AMP Account Manager

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$70K/yr - $100K/yr
date5+ years exp

Nova 401(k) Associates is a growing national third-party administration firm focused on retirement plans. They are seeking a fully remote Account Manager to maintain client relationships, manage a caseload of clients, and provide exceptional client service and consultation on plan operations and design.

ConsultingFinancial Services
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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

Qualification

Consulting on plan designNIPAASPPA credentialsADP/ACP testing knowledgePEP402(a)MultitaskCommunication skillsOrganizational skillsCritical thinkingCommitment to lifelong learning

Required

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

Preferred

Experience with pricing and billing a plus
Familiarity with PEP, 402(a), and/or 3(16) service models and providers a plus

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