Hybrid Entry Level Account Manager Paid Training

Nova 401 • Houston, TX

17h • Hybrid

About The Position

Nova 401(k) Associates is hiring Associate Account Managers to provide client support on 401(k) issues by phone, video conference, and email. The role is scheduled to begin in January 2027 and includes paid training, hands-on experience, and support for obtaining industry credentials. Nova pays for study time, exams, and professional membership fees. Employees who perform well and obtain a QKA designation may apply for other positions after 18 months.

This is a hybrid position requiring work in Nova’s Houston, Texas office four days per week, with the option to work from home one day per week. The position is salaried, non-exempt, and follows standard business hours for 40 hours per week. Employees may choose a start time between 7:30 a.m. and 8:30 a.m. CST. Nova supplies the necessary computer equipment.

Requirements

• Bachelor’s degree.
• Excellent written communication skills and ability to compose professional emails.
• Excellent verbal communication skills and knowledge of phone etiquette.
• Strong time-management and organizational skills, with ability to multitask.
• Experience with Microsoft Office and comfort using a computer.
• Commitment to lifelong learning and coachability.
• Authorization to work for any U.S. employer.
• Ability to attend regular video meetings via Microsoft Teams or equivalent.

Nice To Haves

• Customer service experience.
• Knowledge of VOIP phone systems.
• Help desk experience.

Responsibilities

• Maintain a high level of client service for team-based Solo(k) Services; clients are not assigned to individual account managers.
• Manage and prioritize workload toward weekly goals in a results-oriented team environment.
• Consult with clients about plan operation, design, and platform upgrades.
• Follow up with clients by phone about missing items.
• Assist clients by phone, video conference, or email with census submission issues, Form 5500 submissions, basic 401(k) questions, password resets, and web-access troubleshooting.
• Collaborate with account managers and others to support a positive client experience.
• Document client interactions in the workflow management system.
• Complete other assigned tasks to balance workloads and receive well-rounded training.
• Perform work according to Nova policies and procedures.
• Complete assigned training.
• Work toward obtaining an industry designation.

Benefits

• Paid training.
• Support for industry credentials, including paid study time, exams, and professional membership fees.
• Medical insurance.
• Dental insurance.
• Disability insurance.
• Life insurance.
• Paid time off.
• 401(k) plan with employer match.
• Opportunity for strong performers who obtain a QKA designation to apply for other positions after 18 months.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level