Retirement Account Manager - All Levels

Summary

Alerus is a commercial wealth bank and national retirement provider dedicated to helping clients achieve their financial goals. The Retirement Account Manager is responsible for providing day-to-day client support, ensuring seamless service, and addressing immediate needs while maintaining strong client relationships.

Responsibilities

• You’ll play a key role in supporting client relationships and ensuring their needs are met with care and attention. Under the guidance of senior team members, you’ll learn to manage non compliance tested accounts as well as full service accounts, coordinate with internal teams, and help deliver excellent service that keeps clients satisfied and engaged
• Build and maintain positive relationships with a portfolio of clients
• Serve as the day-to-day point of contact for client inquiries and support
• Coordinate with internal teams (e.g. sales, operations, support) to ensure client needs are met
• Track account activity and update CRM tools and documentation regularly

Skills

• Bachelor's Degree in a business related field, or equivalent experience
• Minimum of two years' experience in defined contribution plan customer service/client relationship experience
• ASPPA Retirement Plan Fundamentals course must be taken and passed within 12 months of hire date
• Excellent organizational, communication, and interpersonal skills with the ability to balance multiple priorities and stakeholders
• A mindset focused on continuous improvement, with a history of contributing to process enhancements or operations efficiency efforts
• Ability to maintain professional working relationships with internal and external clients
• Ability to work independently and set priorities
• Ability to interpret documents and resolve technical problems
• Intermediate of Microsoft Word and Excel

Qualifications

Must Haves

• Bachelor's Degree in a business related field, or equivalent experience
• Minimum of two years' experience in defined contribution plan customer service/client relationship experience
• ASPPA Retirement Plan Fundamentals course must be taken and passed within 12 months of hire date
• Excellent organizational, communication, and interpersonal skills with the ability to balance multiple priorities and stakeholders
• A mindset focused on continuous improvement, with a history of contributing to process enhancements or operations efficiency efforts
• Ability to maintain professional working relationships with internal and external clients
• Ability to work independently and set priorities
• Ability to interpret documents and resolve technical problems
• Intermediate of Microsoft Word and Excel

Benefits

• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
• Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
• Learning and development resources for personal and professional career development, and advancement opportunities.
• Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
• Support for the communities we live in through paid volunteer time and a company donation match opportunity.