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Alerus · 1 hour ago

Retirement Account Manager

United States

Full-time

Onsite

Mid Level

$50K/yr - $85K/yr

3+ years exp

Alerus is a commercial wealth bank and national retirement provider committed to helping clients achieve their financial goals. The Retirement Account Manager will provide day-to-day client support, ensuring seamless service and addressing immediate needs while maintaining positive relationships with clients and coordinating with internal teams.

BankingFinancial ServicesVenture Capital

Responsibilities

You’ll play a key role in supporting client relationships and ensuring their needs are met with care and attention

Build and maintain positive relationships with a portfolio of clients

Serve as the day-to-day point of contact for client inquiries and support

Coordinate with internal teams (e.g. sales, operations, support) to ensure client needs are met

Track account activity and update CRM tools and documentation regularly

Qualification

Defined contribution plansQKA credentialSalesforceMicrosoft WordMicrosoft ExcelContinuous improvement mindsetOrganizational skillsCommunication skillsInterpersonal skillsProblem-solving skills

Required

Bachelor's Degree in a business related field, or equivalent experience

Minimum of three years' experience in defined contribution plans

Excellent organizational, communication, and interpersonal skills with the ability to balance multiple priorities and stakeholders

A mindset focused on continuous improvement, with a history of contributing to process enhancements or operations efficiency efforts

Ability to maintain professional working relationships with internal and external clients

Ability to work independently and set priorities

Ability to interpret documents and resolve technical problems

Intermediate of Microsoft Word and Excel

Preferred

QKA credential (Qualified 401(k) Administrator) is strongly recommended; candidates actively pursuing the designation or with equivalent expertise will be considered

Benefits

Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.

Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.

Learning and development resources for personal and professional career development, and advancement opportunities.

Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.

Support for the communities we live in through paid volunteer time and a company donation match opportunity.