Retirement Plan Account Manager

In this role, you will be the primary contact on an assigned “book of business” of small asset, complex and sensitive plan sponsors and brokers. Account Managers are the liaison between the plan sponsors and various internal groups. Respond to plan sponsors’ requests for information on a variety of issues, including on-going requests for plan amendments. This includes consultative services. Obtain all necessary information, determine feasibility of requests, and submits requests to individual specialists for action. Interface with management and internal support groups in order to research issues and coordinate responses to plan sponsors. This includes conducting trend analysis of issues, response times, and other valuable statistics. Develop and recommend improvements to workflows and procedures in order to increase efficiency and client satisfaction. Assist in the collection, review and preparation of client information used for compliance testing and filings.

According to JobzMall, the average salary range for a Retirement Plan Account Manager in E 11th St, Kansas City, MO, USA is $51,000 - $78,000. The salary range can vary depending on the company, qualifications, and experience.

SS&C Technologies, Inc. is an American multinational financial technology company headquartered in Windsor, Connecticut that sells software and software as a service to the financial services industry. The company has offices in the Americas, Europe, Asia, Africa and Australia.