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Account Manager II - TPA

VirtualVocations
Portland, Oregon, United States
Full-time

A company is looking for an Account Manager II - TPA.Key ResponsibilitiesManage proactive relationships with clients, advisors, and third-party administrators for retirement plansEnsure client retention and satisfaction through exceptional customer service and effective communicationOversee annual and operational activities related to assigned plans, ensuring compliance and timely administrationRequired Qualifications, Training, and Education2-4 years of relevant professional experience in defined contribution / financial servicesExperience in client-facing roles related to plan administration, implementation, and complianceBachelor's degree in a related field or equivalent combination of education and experienceProfessional certification such as ASPPA CPC, QKA, QPA, or NIPA (APA) preferred or in progress

8 days ago
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