Retirement Plan Account Manager - PA-RPAM-Q3_R001
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AI Summary
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Job Title: Retirement Plan Account Manager
Locations: Texas, Tennessee, Arizona, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Minnesota, North Carolina, Tennessee, South Carolina, Connecticut, New York, & Ohio - Remote
About the Role
The Retirement Solutions Group is looking for a dedicated and experienced Retirement Plan Account Manager to join our rapidly growing team. The ideal candidate will be responsible for managing and servicing retirement plan accounts, ensuring client satisfaction, and complying with regulatory requirements. Building strong rapport with plan sponsors and brokers with complex and sensitive plan issues. This role requires strong analytical skills, excellent communication abilities, and a deep understanding of retirement plan products and services.
Why Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
How You Will Make an Impact
- 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 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 to increase efficiency and client satisfaction.
- Assist in the collection, review and preparation of client information used for compliance testing and filings.
- Promote customer satisfaction through proactive and effective service delivery and ensure prompt and effective response to all plan sponsor inquiries.
Required Experience
- Bachelor’s degree and 2 years of work-related experience, or a Master’s degree and 1 year of work-related experience, or 4 years equivalent work-related experience
- 3-5 years of defined contribution plan administration/ management experience, with a strong background in customer service/relationship management required.
What Sets You Apart (preferred qualifications)
- Advanced knowledge of Microsoft Office Applications; specifically Excel and PowerPoint. Advanced knowledge of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), and Internal Revenue Service (IRS) regulatory issues highly desired.
- Strong understanding of TPA, Plan Sponsor, broker, and participant roles and responsibilities in qualified plans, as well as understanding of testing and plan documents.
Join SS&C, where innovation meets global opportunities. Click here to apply.
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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Applications will be accepted on an ongoing basis until the position is filled.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
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