Hybrid Entry Level Account Manager Paid Training
About The Position
Nova 401(k) Associates is seeking motivated professionals to join our team as Associate Account Managers in January 2027. This role offers paid training, industry credential support, and hands-on experience. The company invests in employee development, embraces technology and innovation, promotes from within, and values work-life balance. Associate Account Managers provide clients support on 401(k) issues over the phone, assisting with census submission questions, Form 5500, and other related plan issues. This is a hybrid role requiring four days per week in the Houston, TX office and one day per week from home.
Requirements
- Bachelor’s degree
- Excellent written communication skills and ability to compose a professional email
- Excellent verbal communication skills and knowledge of phone etiquette
- Excellent time management, organizational skills, and ability to multi-task
- Experience with Microsoft Office and comfortable using a computer
- Committed to lifelong learning and coachable
- Must be authorized to work for any US employer
- Must attend regular video meetings via Microsoft Teams or equivalent
Nice To Haves
- Customer service experience a plus
- Knowledge of VOIP phone systems a plus
- Help desk experience a plus
Responsibilities
- Maintain a high level of client service for team-based Solo(k) Services; client base not assigned
- Manage and prioritize workload towards weekly goals in a results-oriented team environment
- Consult with clients regarding plan operation, design, and upgrading platforms
- Follow-up by phone with clients about missing items
- Assist firm-wide clients via the phone, video conference, or email with census submission issues, submitting Forms 5500, simple 401(k) questions, resetting passwords, troubleshooting web access, etc.
- Collaborate with account managers and others to ensure a positive client experience
- Document all client interactions in our workflow management system
- Assist with other assigned tasks to balance workloads and receive well-rounded training
- Perform work according to Nova policies and procedures
- Complete assigned training
- Work towards obtaining an industry designation
Benefits
- Paid training
- Industry credential support (study time, exams, professional membership fees)
- Medical, dental, disability, and life insurance
- Paid time off
- 401(k) plan with employer match
- All necessary computer equipment supplied
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
