Account Representative I

Job summary
Account Representatives support small business owners in managing their 401(k) plansInvolves taking inbound client calls, answering questions, and resolving plan-related issuesRequires collaboration with other team members and proactive document management
Job seniority: associate level
Responsibilities
• Manage a queue of cases and respond within a defined time frame• Develop a basic understanding of retirement plans, specifically 401(k) Plans• Complete tasks independently while collaborating within the team• Advise clients on internal processes and assist with navigating systems• Analyze documents submitted by clients for accuracy• Assist with advanced retirement plan topics including terminations• Contribute to department and team projects• Perform other duties as required
Requirements
• Must be 18 years of age• Associate's or bachelor's degree in a related field preferred• Basic knowledge of 401(k) plan structure and IRS/DOL regulations preferred• Excellent verbal and written communication skills• Able to adapt easily to process and organizational changes• Ability to have difficult conversations with clients while maintaining professionalism• Meticulous attention to detail and proactive problem-solving• Customer service, organization, and collaboration skills• Ability to work overtime leading up to set deadline periods• Ability to work autonomously and create an inclusive workplace• Must pass a background check• Must meet work from home requirements
Key Skills Needed
• Verbal and written communication• Problem solving• Customer service• Organization• Collaboration
Benefits
• Work with a team of smart, creative, fun and highly motivated people• Continued learning with ongoing training and career pathing• Comprehensive health coverage, paid parental leave, and generous 401k match• Flexible work arrangements with autonomy and company-provided equipment• Be part of an inclusive work environment that supports employees