The Account Manager will maintain client and advisor relationships while managing a caseload of PEP and 402(a) solution clients. They are responsible for consulting on plan operation and design while ensuring a high level of client service in a results-oriented team environment.
Nova 401(k) Associates
7 Remote Job Openings at Nova 401(k) Associates
The Team Leader is responsible for managing a team of 6-8 professionals to meet performance metrics, ensure client satisfaction, and provide training and feedback. They also maintain a caseload of 50 clients, provide consulting services, and champion company values and policies.
The Staff Accountant IV is responsible for managing reconciliations across multiple entities and systems while ensuring data integrity between billing, cash, and the general ledger. They will also investigate discrepancies, support month-end close processes, and collaborate with internal teams to improve accounting workflows.
Senior Defined Contribution Account Manager
Nova 401(k) Associates
·
Full Time
·
3 months ago
Nova 401(k) Associates
The role involves maintaining strong client and advisor relationships with a high retention rate while managing a caseload of more complex 401(k) plans. Responsibilities also include performing escalated work product reviews for team members and exemplifying superior client service through consultation on plan operation and design.
The Implementation Specialist will provide excellent client/advisor experience during the implementation phase of their plan and act as a liaison between clients, advisors, and platform providers. They will also coordinate the collection of necessary data and assist clients with plan provision inquiries.
The Tax-Exempt Account Manager will maintain and build client and advisor relationships while managing a caseload of 401(k) plans. They will exemplify superior client service and consult with clients regarding plan operation and design.
Client Relationship Manager
Nova 401(k) Associates
·
Full Time
·
4 months ago
Nova 401(k) Associates
The Client Relationship Manager will maintain client and advisor relationships, ensuring a high client retention rate while managing a caseload of 90-110 clients. They will also consult with clients regarding plan operations and assist in resolving issues related to plan administration.