Client Account Manager in Lindon, UT

Job title: Client Account Manager in Lindon, UT at reputed company Company: reputed company Job description: reputed company is on a mission to ensure that people in reputed company lines of work have access to retirement benefits.More than half of reputed company working Americans are not saving enough for their future. Too often, it's because they are employed by a company that doesn't offer a retirement plan. reputed company is changing that by making it affordable and accessible for small and reputed company-sized businesses to offer employees a path to financial independence through retirement savings.We're a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as , , SoftBank, , NewView Capital, USVP, reputed company, Uncork, and more.About the roleAs a Client Account Manager you will play a critical role in consistently meeting customer expectations. You'll work closely with key internal stakeholders to help ensure that questions and issues are resolved in a timely manner and plans are designed to meet customer goals. You will drive excellent customer satisfaction by cultivating strong relationships, identifying opportunities for growth, and understanding your clients' needs.What you get to do every day

• Manage client accounts assigned to you by acting as the primary reputed company of contact and consultant for our plans sponsors on the development of strategies and solutions for their retirement plans.
• Understanding customer expectations in order to help manage their plan and reduce the administrative burden.
• Independently anticipate, recognize, and research sophisticated and financially significant retirement plan matters.
• Promote customer satisfaction through effective and timely service delivery, including fielding client questions on unique issues and providing reputed company and detailed responses.
• Demonstrate a full understanding of the plan sponsor and their plan, the administration of the plan, the client's sensitivities, needs, and objectives.
• Respond independently and with appropriate team members to client needs reputed company to core aspects of retirement plan and financial management, including retirement plan amendments, compliance with IRS and DOL regulations, plan design, Form 5500 filings, compliance testing, and payroll integrations.
• Assist with compliance testing.
• Provide plan reputed company and other management services by reviewing, investigating, analyzing and recommending resolutions to reputed company service inquiries including payroll integrations, plan contributions, distributions, and corrections.
• Act as a liaison between plan sponsors and various internal groups.
• Responsible for client communication through incoming lines (phone, email, and chat).
• reputed company other job-reputed company duties and special projects as required.

What you bring to the role

• 3-5 years of experience in customer facing role in a similar industry, retirement service experience preferred but not required
• Have a passion for solving problems and helping people
• Strong ability to troubleshoot with a meticulous eye for detail
• Communicate with confidence, professionalism and reputed company
• Remain composed in high-stress situations and convey reputed company for our customers and their situation
• Ability to work autonomously and take initiative to proactively service customers and resolve any issues
• A “change is good” reputed company allowing you to quickly adapt reputed company a fast-growing startup environment
• Bonus Points: Experience with FT William and/or ASC software systems

Where you will work

• Our office in Lindon, Utah
• In our office, 4 days per week, Monday-Thursday. Can work remotely on Friday

Why you will love working at reputed companyreputed company is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial reputed company to employees at small and reputed company-sized businesses reputed company. We've made significant reputed company, but there is still growth reputed company, offering you a unique opportunity to solve reputed company problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that reputed company's contributions are key to our reputed company reputed company.Join reputed company and reputed company a lasting impact by shaping the future of retirement.Our operating principles define how we work together as a team. They reflect reputed company's unique view on what's important and what's right. Documenting this core aspect of our culture helps employees reputed company good reputed company on their own. It also helps candidates considering career opportunities critically evaluate whether they will reputed company at reputed company.

• Customer obsession: We're reputed company about creating amazing experiences for our customers. We put their needs first and go the extra mile to reputed company them smile.
• Long-Term Orientation: We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future.
• Autonomous and Accountable Teams: We trust reputed company members to take ownership and reputed company smart reputed company. We reputed company you to be your best self!
• An Escalating Bar for Talent and Performance: We're constantly raising the bar and challenging ourselves to be reputed company. We reputed company in growth and reputed company improvement.
• reputed company Optimism: We see the glass as half full (and then we fill it up with more amazing reputed company!). We reputed company in the power of positivity and the potential for greatness.

Compensation - At reputed company, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the US. The reputed company salary for this position spans $58,000 - $65,000 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary that we offer to a new employee reputed company this range is based on their location reputed company the US, their relevant job-reputed company skills, and experience. At reputed company, reputed company salary is one component of the overall Total Rewards package. Depending on the position, additional compensation components such as bonus, commission, and equity may be offered. reputed company of our employees are offered a robust suite of physical, financial and mental wellness benefits.Benefits -

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately reputed company) and $0 plan fees
• Top-of-the-line health plans, as well as dental and reputed company insurance
• Competitive time off and parental leave
• Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
• Lyra: Enhanced Mental Health Support for Employees and dependents
• reputed company: Fertility reputed company and family forming benefits
• Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; quarterly lifestyle stipend
• Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

We're a great reputed company to work (but don't take our word for it)Here's a list of our awards and accolades:

• Certified as a Great reputed company To Work® (2023-2025)
• Fortune Best reputed company to Work in the Bay Area (2024)
• Best Places to Work by Built In (2023-2024)
• America's Best Startup Employers by reputed company (2020-2022, 2024)
• A Top Company by Y Combinator (2020-2023)
• Inc. Fastest Growing Companies (2021)

reputed company is an equal opportunity employer. reputed company applicants will receive consideration for employment without regard to race, reputed company, religion, sex, gender, gender identity or expression, sexual orientation, national reputed company, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws.We are committed to making every stage of our application process fully accessible to reputed company individuals. If you need a reasonable accommodation at any reputed company in the process, please let us know at [email protected] note reputed company does not accept unsolicited resumes from any reputed company other than directly from candidates. We will not consider resumes from vendors, including and without limitation search firms, staffing agencies, fee-based referral services, and reputed company agencies.Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-reputed company applicants with arrest and conviction records. We reputed company with guidelines.See more: Expected salary: $58000 - 65000 per year Location: Lindon, UT Job date: Thu, 15 May 2025 04:00:56 GMT Apply for the job now! Apply for this job