401(k) Client Account Manager - WORK FROM HOME - US ONLY

Client Account Manager, Client Success

While this position is fully remote, we are only registered and can proceed with qualified candidates who reside and will work in one of the following states: AL, AZ, FL, GA, MI, MS, NE, NC, OH, OK, TN, TX. No exceptions. No relocation assistance is available. Must be eligible to work in the US without employment sponsorship. Direct hire only, no third-party agency applications, please.

Position Summary

The Client Account Manager (CAM), Client Success, is responsible for owning and managing the day-to-day client relationship for a designated book of retirement plan clients. Client books may include PEO MEPs, PEO PEPs, advisor-sponsored PEPs, and single-employer plans, as well as the financial advisors associated with any of these arrangements.

Serving as the overall primary point of contact, the CAM is accountable for ensuring clear, consistent, and effective communication between clients, advisors, and Slavic401k. Information flowing into and out of the organization is generally coordinated through the CAM, who is responsible for maintaining alignment, setting expectations, and driving timely resolution of client needs.

The CAM delivers high-quality, execution-focused service while maintaining a strategic mindset centered on plan health, client satisfaction, and long-term retention. While the role is predominantly tactical in nature, the CAM is expected to proactively communicate with clients and advisors, identify relationship risks, trends, or service gaps, and recommend or escalate actions as appropriate. In partnership with internal teams, the CAM supports positive client outcomes and a strong overall client experience.

Client book size and complexity will vary based on the size, structure, and needs of the plans and advisor relationships supported. Success in this role requires strong ownership, sound judgment, and the ability to balance transactional service delivery with proactive relationship management across a diverse client base. The CAM must be comfortable engaging with a variety of stakeholders and business representatives while independently managing priorities in a fast-paced, client-centric environment.

Essential Functions

Own and manage the day-to-day client relationship for a designated book of retirement plan clients, which may include PEO MEPs, PEO PEPs, advisor-sponsored PEPs, and single-employer plans. Client book size and complexity will vary based on client needs, plan structure, and market segment.

Serve as the overall primary point of contact, coordinating information flow between clients, advisors, and Slavic401k, and ensuring clear, consistent, and timely communication across all interactions.

Build and maintain strong client relationships with a focus on client satisfaction, trust, and retention, independently managing client expectations and ensuring a high-quality service experience.

Provide comprehensive administrative and client service support, leveraging a strong working knowledge of Slavic401k systems, tools, and resources for plan tracking, plan management, and service delivery.

Maintain current knowledge of industry regulations, plan design considerations, and regulatory updates in order to effectively support clients and communicate relevant impacts to their plans.

Act as the end-to-end owner and coordinator of client issues and escalations, striving for first-contact resolution when possible and partnering with internal teams and leadership as needed to drive timely and effective outcomes.

Establish and maintain regular client touchpoints based on client needs and complexity, including service, planning, and administrative discussions related to plan changes, amendments, disclosures, and ongoing operational items.

Proactively assess relationship health by identifying service gaps, relationship risks, trends, and retention indicators; track and report on relationship health metrics to support informed decision-making and escalation when appropriate.

Recommend proactive engagement, education, and support strategies, including collaboration with Strategic Consultants within the Strategic Services team, to improve plan health, client outcomes, and long-term retention.

Support Strategic Services initiatives by partnering on plan health efforts, engagement strategies, and outcome-driven activities aligned with client and organizational goals.

Develop and deliver customized reporting, client communications, and supporting materials based on client needs and service objectives.

Conduct research on plan designs, ERISA requirements, and 401(k) rules to accurately communicate plan nuances, options, and constraints to clients.

Facilitate client and prospective client demonstrations of all Slavic401k platforms and portals, as requested.

Remain adaptable and responsive in a dynamic regulatory and operational environment, supporting ongoing changes related to compliance, plan enrollment, and plan administration.

Contribute to departmental initiatives focused on operational efficiency, process improvement, cost reduction, plan growth, and client retention; may also serve as an owner of small initiatives or process improvements within Client Success.

Accurately document client interactions, activities, and outcomes using Salesforce and other internal systems to support visibility, reporting, and continuity of service.

Skills & Abilities

Strong analytical skills, including the ability to assess trends, risks, and relationship health indicators.

Adaptability and keen attention to detail.

Superior customer service skills with a focus on long-term client satisfaction and retention.

Highly articulate with excellent interpersonal skills.

Ability to build internal relationships and communicate effectively across teams and levels of the organization.

Ability to work independently and exercise sound judgment in managing client relationships and expectations.

Effective organizational skills and ability to handle multiple assignments simultaneously.

Ability to prioritize competing tasks in a fast-paced, client-centric environment.

Self-motivated, enthusiastic, and takes initiative.

Strong written and oral communication skills.

Proactive problem-solving skills, including the ability to identify issues, recommend solutions, and coordinate resolution.

Continuous improvement mindset aligned with organizational goals related to efficiencies, cost reductions, plan health, and client retention.

Proficiency using Microsoft Office, especially Excel.

Experience

3-5 years of experience in Customer Success, Account Management, Business Development, or another client-facing role.

3+ years 401(k) industry experience

2+ years of Salesforce experience preferred

Education

Bachelor's degree in Business or related field preferred, or equivalent work experience.

Certificates & Licenses

RPF certification completed within 6 months of hire.

Relevant industry credential obtained (such as QKA or QKS) within 18 months of hire

New hire 401k compliance course passed within 90-days of hire with 70% or higher

Work Environment

Extended sitting and computer work

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace. Additionally, there is an internet work speed requirement of 100 MBps or better. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying as adequate home work environment and the required internet connection is a non-negotiable requirement of remote employment.

Job Description Disclaimer

This job description is intended to describe the general nature and level of work performed. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Duties and responsibilities may change at any time based on business needs.

The Power of WE

WE serve the individual saver and investor, know that their savings represents not only money, but the time it took to earn that money, which is forever gone. WE will prudently, cost-effectively and efficiently safeguard and invest that money for a better future for all we serve.

WE are guided by core principles of honesty, accountability, and transparency. Consequently, we are always looking to do the right thing.

WE will treat every customer and colleague with respect and dignity. WE will exhibit humility both as individuals and as a corporate entity.

What's in it for you Package

This role will have a base pay range of $65,000 - $75,000/annually. Please know, this is the base range only and does not consider other components that make up the total rewards package for this role. This position is also eligible for an annual performance bonus.

Other perks in the total rewards package are:

• Flexible work environment
• Participation in Personal Annual Performance Bonus incentive program
• Medical, Dental, Vision, and Life Insurance
• 75% employer coverage of Medical