Do you have a knack for customer service and problem solving? Are you excellent at communicating over the phone, on video, and via email? Are you looking for a career where you can learn valuable and marketable skills and advance in a professional environment? We may have the job for you!
Overview of the Position:
Nova 401(k) Associates is looking to fill Associate Account Manager (Customer Service) positions. Associate Account Managers provide clients support on 401(k) issues over the phone. For example, Associate Account Managers may assist clients with census submission questions, submitting Form 5500, and other issues related to their 401(k) plan.
Associate Account Managers receive paid training. Nova supports Associate Account Managers obtaining industry credentials by paying for study time, exams, and professional membership fees. Excellent performers who obtain a QKA designation will be eligible to apply for other positions after 18 months. The Associate Account Manager will be required to work five days per week from our Houston, TX office.
About Nova:
Nova 401(k) Associates is a vibrant third party non-producing administration firm. We have a nationally recognized sales team allowing us to grow continuously and provide advancement opportunities for our professionals.
Job Responsibilities:
- Maintain a caseload of safe harbor clients
- Maintain client and advisor relationships with a high active client retention rate
- Manage and prioritize workload towards weekly goals in a results-oriented team environment
- Consult with clients regarding plan operation and design
- Work with other Nova departments, record-keepers, and advisors to ensure a great client experience
- Document all client interactions in our workflow management system
- Perform work according to Nova policies and procedures
- Complete assigned training
- Work towards obtaining an industry designation
Qualifications:
- Bachelor’s degree
- Customer service experience a plus
- Excellent written communication skills and ability to compose a professional email
- Excellent verbal communication skills and knowledge of phone etiquette
- Excellent time management, organizational skills, and ability to multi-task
- Experience with Microsoft Office and comfortable using a computer
- Knowledge of VOIP phone systems a plus
- Help desk experience a plus
- Committed to lifelong learning and coachable
Salary and benefits:
- Base Salary $50,000 - $60,000
- Salaried, non-exempt position
- Medical, dental, disability, and life insurance
- Paid time off
- 401(k) plan with employer match
Work Location/Hours:
- Must work in the Houston, TX office 5 days per week
- Must be authorized to work for any US employer
- Must attend regular video meetings via Microsoft Teams or equivalent
- We will supply all necessary computer equipment
- Work hours: standard business hours; 40 hours per week
- You may choose a start time between 8:00 am and 9:00 am CST
Nova 401(k) Associates is an energetic and thriving national third-party administrator for retirement plans. We respond to all applications. If you do not receive a response, please check your junk or spam mail folder.
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What We Do
Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully.
At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your business. And while your 401(k) plan may seem like a little detail, if you either don’t structure your plan correctly or aren’t proactive in managing it, your 401(k) plan can become a big headache. We fully understand the ins and outs of the 401(k) industry, so we don’t waste your time or money when it comes to creating an efficient 401(k) plan.
The best way for us to serve our clients, is to understand their business. It’s the only way we can tell you what you need to know. Our account managers are skilled at listening to clients and asking the right questions to get to the client’s real goals, issues and problems, so that we can correctly consult without making inaccurate assumptions.
When it comes to 401(k) plan expertise, we cut through the clutter and spare you the information overload. Our account managers are critical thinkers and understand the importance of clear, consistent communication. They talk to our clients and partners in a language they understand. At Nova 401(k) Associates, we offer actionable solutions instead of theoretical approaches
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