Sr. Retirement Plan Account Manager

Company: SS&C Technologies
Location: Quincy
Posted on: June 7, 2021

Job Description:

The speed of technology. The influx of data. Shifting regulations. Increased customer expectations.

That's where you'll find SS&C, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge - one that only a few people can embrace and thrive upon.

If you see your opportunity in complexity, then we are the right fit for you.

Job Description:

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Role Overview

The Retirement Solutions Group is seeking experienced Account Managers to join our rapidly growing Relationship Management Team. In this role, you will be the primary contact on an assigned "book of business" of small asset, complex and sensitive plan sponsors and brokers. Account Managers are the liaison between the plan sponsors and various internal groups.

Responsibilities

• 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 in order 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 in order to increase efficiency and client satisfaction.
• Assist in the collection, review and preparation of client information used for compliance testing and filings.
• Communicate with Compliance Testing and Reporting specialists regarding testing and 5500 results or issues and is responsible for final review of each plan sponsor's compliance package.
• Promote customer satisfaction through proactive and effective service delivery, and ensure prompt and effective response to all plan sponsor inquiries.

Qualifications

• Bachelor's degree and 3 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.
• 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.

Location:

Quincy Massachusetts

SS&C is an equal opportunity employer and values a diverse and inclusive workplace. All qualified candidates will receive consideration for employment without regard to age, race, color, religion, genetic information, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. For more information about Equal Opportunity in the Workplace please click here and here. SS&C is committed to working with and providing reasonable accommodation to job applicants with disabilities. If you are a qualified individual with a disability and need an accommodation or accessibility assistance to complete the online application, please contact us at PeopleCenter@dstsystems.com for assistance.

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