Sr. Retirement Plan Account Manager
Company: SS&C Technologies
Posted on: June 7, 2021
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.
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.
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.
- 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
- 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.
- 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.
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
Keywords: SS&C Technologies, Quincy , Sr. Retirement Plan Account Manager, Other , Quincy, Massachusetts
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