Intermediate Account Manager- TAG Retirement
About The Position
The Intermediate Account Manager supports daily retirement plan administration and provides outstanding customer service by responding to inquiries, researching issues, and delivering resolutions. The role builds and maintains positive relationships with clients, financial professionals, and internal service teams to improve satisfaction, support client retention and growth, and contribute to stakeholder profitability. The position works with limited supervision, coordinates with managers and internal partners to resolve client issues, and uses information from multiple systems to troubleshoot problems. It also involves leading client meetings, developing and maintaining action plans, consulting on products and services, and assisting with mentoring new account managers. The role is hybrid, with occasional travel of less than 10% for client meetings and sales final presentations.
Requirements
- Bachelor’s degree in a business field, or equivalent education or experience.
- Three years of customer relationship experience, including one year of experience in the retirement or financial services industry.
- Knowledge of daily administration of retirement plans.
- Excellent relationship management skills and the ability to communicate professionally with clients, orally and in writing.
- Effective presentation, influence, and negotiation skills.
- Proficiency using MS Office tools, including Excel.
Nice To Haves
- ASPPA designations (e.g., RPF, QKA) and/or related certifications.
- Knowledge of internal systems such as P3, Workplace Platform, and AQT.
- Knowledge of Salesforce.
Responsibilities
- Support the daily administration of retirement plans under minimal supervision.
- Identify customer expectations and develop strong working relationships.
- Coordinate with a manager to research issues and negotiate problem resolution.
- Develop and foster proactive, positive relationships with clients, financial professionals, and internal service teams to support client retention, client service block growth, and stakeholder profitability.
- Provide prompt, accurate, and consistent information that meets or exceeds quality metrics.
- Recognize and communicate potential improvements to management.
- Collaborate with internal partners to address client needs, develop and maintain action plans, and consult on products, services, and capabilities to retain clients and resolve complex issues.
- Develop general knowledge of recordkeeping, outsourcing, and processing capabilities.
- Attend training to gain functional retirement plan knowledge, including plan designs and plan-specific requirements.
- Gather data from multiple systems to interpret, troubleshoot, and resolve problems with limited management assistance.
- Lead effective and strategic client meetings, either face-to-face or by conference call.
- Assist with mentoring new account managers.
Benefits
- Annual bonus eligibility based on the Company Bonus Plan and individual performance, at company discretion.
- Pension plan.
- 401(k) match.
- Employee stock purchase plan.
- Tuition reimbursement.
- Disability insurance.
- Medical insurance.
- Dental insurance.
- Vision insurance.
- Employee discounts.
- Career training and development opportunities.
- Paid time off starting at 160 hours annually for employees in their first year of service.
- Ten paid holidays per year.
- Holistic wellness program, including Wellness Coaching and Reward Dollars.
- Paid parental leave for eligible employees with at least one year of service.
- Adoption assistance.
- Employee Assistance Program.
- Back-Up Care Program.
- Paid time off for volunteer hours.
- Employee Matching Gifts Program.
- Employee Resource Groups.
- Inclusion and Diversity Programs.
- Employee Recognition Program.
- Referral bonus programs.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
