Banking :: Wealth :: Retirement
Retirement Account Manager I
Location
North Dakota + 1 moreAll locations: North Dakota | Minnesota
Posted
65 days ago
Salary
$50K - $60K / year
Seniority
Mid Level
Job Description
Retirement Account Manager I
Alerus
• Account Managers (AMs) are responsible for providing day-to-day client support, ensuring seamless service and addressing immediate needs. • Deliver top-tier customer service by leveraging both their own expertise and the deep institutional knowledge of internal colleagues. • Act as the primary point of contact—or “quarterback”—for all plan-related questions. • Utilize Salesforce to efficiently route inquiries to the appropriate teams. • Maintain close oversight of all open items related to their assigned plans, ensuring timely resolution and consistent client satisfaction.
Job Requirements
- Bachelor’s Degree in a business related field, or equivalent experience.
- Minimum of two years’ experience in defined contribution plan customer service/client relationship experience.
- ASPPA Retirement Plan Fundamentals course must be taken and passed within 12 months of hire date.
- Excellent organizational, communication, and interpersonal skills with the ability to balance multiple priorities and stakeholders.
- A mindset focused on continuous improvement, with a history of contributing to process enhancements or operations efficiency efforts.
- Ability to maintain professional working relationships with internal and external clients.
- Ability to work independently and set priorities.
- Ability to interpret documents and resolve technical problems.
- Intermediate of Microsoft Word and Excel.
Benefits
- Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance;
- 401(k) and ESOP for retirement savings.
- Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
- Learning and development resources for personal and professional career development, and advancement opportunities.
- Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
- Support for the communities we live in through paid volunteer time and a company donation match opportunity.
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