Account Manager

Job description

BlueStar Retirement Services, a rapidly growing 401(k) administration company, is currently looking for new talent! We have an available remote position in our Client Services department.

BlueStar's benefit package includes working remotely, employer-paid medical, dental, vision, short-term disability, long-term disability and a group-term life insurance option for the employee, a 401(k) plan with an employer match contribution, paid holidays and 18 paid days off per year.

Our mission at BlueStar is to make 401(k) plans easy. Easy for companies to offer to their employees and easy for participants to utilize to save for their future. We believe retirement savings matter, and we want to help people achieve their retirement goals.

Overall responsibility: Support the on-going service needs of existing clients.

Key areas of responsibility

• Develop new technical skills and expand knowledge of our systems and recordkeeping software to find better ways to service our clients and adapt to system changes and upgrades

• Act as BlueStar's ambassador to its clients

• Manage and develop client relationships by maintaining proactive communications with clients

• Address any client issues to ensure that they are very satisfied with BlueStar services

• Manage a client project by leading conversations across departments, researching issues, and identifying solutions

• Ability to identify issues and determine the necessary course of action to fix the problem

• Acts with a sense of urgency when responding to clients/ advisors' email or phone calls

• Arrange regular meetings to review plan with client and address any operational challenges or new initiatives including preparing and presenting PowerPoint presentations to clients, sponsors, or advisors as needed

• Respond promptly and accurately to client requests received by phone and email- emails should be well written, friendly, and accurately explain the question or answer

• Manage and implement changes to client information including contacts, service agreements, and banking information

• Process annual updates submitted by clients

• Lead client website training

• Manage plan amendment process

• Implement requests for education initiatives and enrollment meetings

• Implement education initiatives and campaigns

• Answer questions posed by Customer Service Representatives or other internal contacts

• Address any technical questions or concerns posed by client

• Work with client to achieve plan goals like participation, investment diversification, security knowledge