Defined Contribution Account Manager

Nova 401(k) Associates is a growing national third party administration firm looking to fill remote Defined Contribution Account Manager positions. The role focuses on client relationship management, consulting on plan design, and ensuring a superior client experience.

Responsibilities:

• Maintain client and advisor relationships with a high active client retention rate
• Maintain a caseload of PEP and 402(a) solution clients
• Manage and prioritize workload towards weekly goals in a results-oriented team environment
• Exemplify superior client service and ability to consult with clients regarding plan operation and design
• Work with other departments, record-keepers, and advisors to ensure a great client experience
• Perform work according to AMP and Nova policies and procedures
• Proactively communicate with clients and investment advisors about new industry developments

Requirements:

• Minimum of 5 years of 401(k) plan administration experience and/or minimum of 5 years of experience consulting on 401(k) plan administration
• Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing
• NIPA or ASPPA credentials
• College degree
• Excellent written and verbal communication skills
• Excellent organizational skills
• High level of critical thinking
• Ability to multitask
• Committed to lifelong learning and coachable
• Experience with pricing and billing a plus
• Familiarity with PEP, 402(a), and/or 3(16) service models and providers a plus