Retirement Plan Account Manager - PA-RPAM-Q3_R001

SS&C Technologies•New York, NY

4d•Remote

About The Position

The Retirement Solutions Group is looking for a dedicated and experienced Retirement Plan Account Manager to join our rapidly growing team. The ideal candidate will be responsible for managing and servicing retirement plan accounts, ensuring client satisfaction, and complying with regulatory requirements. Building strong rapport with plan sponsors and brokers with complex and sensitive plan issues. This role requires strong analytical skills, excellent communication abilities, and a deep understanding of retirement plan products and services.

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.

Nice To Haves

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.

Responsibilities

Respond to plan sponsors’ requests for information on a variety of issues, including on-going requests for plan amendments.
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.
Conduct 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.