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About the Role
Description We are looking for an Account Manager to join a team in Charlotte, North Carolina in a contract-to-permanent capacity. This position supports client-facing retirement plan administration activities and is ideal for someone who can combine relationship management with strong operational accuracy. The role will work closely with employer-sponsored plan activity, participant transactions, and payroll-related contribution processes while delivering responsive service to business clients and stakeholders.
Responsibilities:
• Manage business relationships by serving as a primary point of contact for account-related questions, service needs, and issue resolution.
• Support administration of employer-sponsored retirement plans, including participant transaction handling and withdrawal-related activities in accordance with plan rules and regulatory guidelines.
• Review and process payroll contribution files, ensuring deductions are accurately applied and invested w...
Responsibilities:
• Manage business relationships by serving as a primary point of contact for account-related questions, service needs, and issue resolution.
• Support administration of employer-sponsored retirement plans, including participant transaction handling and withdrawal-related activities in accordance with plan rules and regulatory guidelines.
• Review and process payroll contribution files, ensuring deductions are accurately applied and invested w...
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