Account Manager

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $65k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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PCS Retirement

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🤝 B2B

Finance • B2B

PCS Retirement is a leading provider of modern, simplified retirement plan solutions, serving a broad range of clients including individual savers, employers, third-party administrators (TPAs), financial advisors, and institutions. The company is among the fastest growing retirement plan providers in the nation, offering a conflict-free experience with customizable and flexible solutions. PCS Retirement focuses on elevating retirement plan businesses and providing seamless support with 360 payroll integration and 24/7 service.

📋 Description

• Manage an assigned group of distribution relationships • Serve as liaison between the company, advisors, TPAs, and affiliates • Address basic to complex requests from advisors, TPAs, and plan sponsors • Provide high-quality customer service and build relationships to support retention and organic growth • Conduct regularly scheduled calls with distribution partners • Provide proactive communication, account support, issue escalation, and resolution • Apply critical thinking and problem-solving to resolve client issues • Mobilize internal teams to resolve escalated issues • Coordinate with Sales for broad coverage and regular contact with distribution partners • Facilitate onboarding of new clients across Service, Sales, and Operations • Review client data for accuracy and protect confidential PII • Identify outdated or ineffective procedures and suggest improvements • Resolve escalations efficiently in a fast-paced environment • Assist other organizational areas during high-volume or understaffed periods • Partner professionally with management • Perform other assigned duties

🎯 Requirements

• 3-5 years of client relationship management experience required, preferably in the retirement industry • Bachelors’ degree is preferred but not required • Knowledge of Non-ERISA plans (IRAs, and/or 403b, 457) • Understanding of financial industry operations, mutual fund classification, trading, commissions, and general banking practices • Experience coordinating and running client meetings • High level of accountability and ownership of assigned relationships • Strong organizational and time management skills • Reasoning and problem-solving skills • Technical proficiency and adaptability to learning and working in multiple systems • Proficiency with Salesforce and Microsoft Office applications, specifically Word, Excel, PowerPoint and Outlook • Communication skills and professional demeanor to interact with all levels of management, associates, and counterparts at other firms • Ability to work independently and in a team environment • Ability to work well under stress, deadlines, changing workflow volumes, and inquiries • Ability to learn legal documents required to process client requests • Ability to learn regulations, back-office systems, and plan document materials quickly • Ability to read and interpret financial statements • Accurate data entry skills • Ability to use 10-key by touch • Typing speed of at least 30 words per minute • Uninterrupted virtual workspace and family care arrangements during business hours • Internet connection of 50 MBps or better for individual use

🏖️ Benefits

• 401(k) match • Medical insurance • Dental insurance • Vision insurance • Life insurance • Short-term disability • Long-term disability • Paid time off • Uninterrupted virtual work space • Family care in place during business hours for remote work • Internet speed requirement of 50 MBps or better for individual use