Entry Level Associate Account Manager
About The Position
Nova 401(k) Associates is seeking motivated professionals to join our team as Associate Account Managers in January 2027. This role provides clients support on 401(k) issues over the phone, assisting with tasks such as census submission questions, submitting Form 5500, and other related plan issues. The position includes paid training, support for obtaining industry credentials, and hands-on experience in a professional environment that values employee development, innovation, internal promotion, and work-life balance. Excellent performers who obtain a QKA designation will be eligible to apply for other positions after 18 months. The Associate Account Manager will be required to work five days per week from our Houston, TX office.
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 insurance
- Dental insurance
- Disability insurance
- Life insurance
- Paid time off
- 401(k) plan with employer match
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
