Retirement Plan Account Manager

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🌽 Illinois, New York, +3 more states – Remote

🌽 Illinois – Remote 🗽 New York – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🤠 Texas – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

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SS&C Technologies

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1986

🏦 Banking

💳 Fintech

Banking • Healthcare • Fintech

SS&C Technologies is a global leader in financial services and healthcare technology, recognized as the world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. The company offers a comprehensive range of solutions including asset management, banking, healthcare, insurance, and wealth management, leveraging proprietary software and extensive expertise to meet the operational needs of clients across multiple industries.

📋 Description

• Respond to plan sponsors’ requests for information on a variety of issues, including on-going requests for plan amendments. This includes consultative services. • Obtain all necessary information, determine feasibility of requests, and submits requests to individual specialists for action. • Interface with management and internal support groups to research issues and coordinate responses to plan sponsors. This includes conducting trend analysis of issues, response times, and other valuable statistics. • Develop and recommend improvements to workflows and procedures to increase efficiency and client satisfaction. • Assist in the collection, review and preparation of client information used for compliance testing and filings. • Promote customer satisfaction through proactive and effective service delivery and ensure prompt and effective response to all plan sponsor inquiries.

🎯 Requirements

• Bachelor’s degree and 2 years of work-related experience, or a Master’s degree and 1 year of work-related experience, or 4 years equivalent work-related experience • 3-5 years of defined contribution plan administration/management experience, with a strong background in customer service/relationship management required • Advanced knowledge of Microsoft Office Applications; specifically Excel and PowerPoint • Advanced knowledge of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), and Internal Revenue Service (IRS) regulatory issues highly desired • Strong understanding of TPA, Plan Sponsor, broker, and participant roles and responsibilities in qualified plans, as well as understanding of testing and plan documents.

🏖️ Benefits

• medical, dental, and vision coverage • a 401(k) plan with company match • paid time off • holidays • parental leave • professional development reimbursement opportunity