Entry Level Associate Account Manager
Description
We are hiring for January 2027! Are you a strong communicator who enjoys helping people solve problems and wants to build a meaningful career with room to grow? Nova 401(k) Associates is seeking motivated professionals to join our team as Associate Account Managers in January 2027. You'll receive paid training, industry credential support, and hands-on experience while working for a company that invests in employee development, embraces technology and innovation, promotes from within, and values work-life balance. If you're looking for a professional environment where you can learn, grow, and make a difference for clients every day, we'd love to hear from you.
Overview of the Position:
Nova 401(k) Associates is looking to fill Associate Account Manager (Customer Service) positions. The role will begin in January 2027. Associate Account Managers provide clients support on 401(k) issues over the phone. For example, Associate Account Managers may assist clients with census submission questions, submitting Form 5500, and other issues related to their 401(k) plan.
Associate Account Managers receive paid training. Nova supports Associate Account Managers obtaining industry credentials by paying for study time, exams, and professional membership fees. Excellent performers who obtain a QKA designation will be eligible to apply for other positions after 18 months. This is a hybrid role, and the Associate Account Manager will be required to work four days per week from our Houston, TX office and may work one day per week from home.
About Nova:
Nova 401(k) Associates is a vibrant third party non-producing administration firm. We have a nationally recognized sales team allowing us to grow continuously and provide advancement opportunities for our professionals.
Job Responsibilities:
- Maintain a caseload of safe harbor clients
- Maintain client and advisor relationships with a high active client retention rate
- Manage and prioritize workload towards weekly goals in a results-oriented team environment
- Consult with clients regarding plan operation and design
- Follow-up by phone with clients about missing items
- Assist firm-wide clients via the phone, video conference, or email with census submission issues, submitting Forms 5500, simple 401(k) questions, resetting passwords, troubleshooting web access, etc.
- Work with other Nova departments, record-keepers, and advisors to ensure a great client experience
- Document all client interactions in our workflow management system
- Perform work according to Nova policies and procedures
- Complete assigned training
- Work towards obtaining an industry designation
Qualifications:
- Bachelor’s degree
- Customer service experience a plus
- Excellent written communication skills and ability to compose a professional email
- Excellent verbal communication skills and knowledge of phone etiquette
- Excellent time management, organizational skills, and ability to multi-task
- Experience with Microsoft Office and comfortable using a computer
- Knowledge of VOIP phone systems a plus
- Help desk experience a plus
- Committed to lifelong learning and coachable
Salary and benefits:
- Base Salary $55,000 - $60,000
- Salaried, non-exempt position
- Medical, dental, disability, and life insurance
- Paid time off
- 401(k) plan with employer match
Work Location/Hours:
- Hybrid role
- Must work in the Houston, TX office 4 days per week; may work 1 day per week from home
- The role will begin in January 2027
- Must be authorized to work for any US employer
- Must attend regular video meetings via Microsoft Teams or equivalent
- We will supply all necessary computer equipment
- Work hours: standard business hours; 40 hours per week
- You may choose a start time between 7:30 am and 8:30 am CST
Nova 401(k) Associates is an energetic and thriving national third-party administrator for retirement plans. We respond to all applications. If you do not receive a response, please check your junk or spam mail folder.
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Skills
As published by greenhouse · 21 questions
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter
Short answers (5)
- Please provide your COMPLETE ADDRESS (Address 1, Address 2 (if applicable), City, State, and Zip Code).
- Please provide your United States Visa status, if applicable. optional
- What hours are you available to work?
- Where did you hear about this job (please provide website name if applicable)?
- If you have a LinkedIn Profile, please share it here! optional
Pick from a list (16)
- Are you legally eligible for employment in the United States?
- Are you at least 18 years old?
- Have you filed all required federal and state personal tax returns timely?
- Have you paid all federal income taxes that you owe?
- If you have not paid all federal income taxes that you owe, have you entered into a payment agreement with the Internal Revenue Service?
- Have you declared bankruptcy in the last five years?
- Have you had a property foreclosed upon or been sued for nonpayment on bills in the last five years?
- In the past five years, have you been more than 90 days behind on any bill?
- If you owe child support, are you current on your child support? ***If this does not apply to you, please make sure to answer "Does Not Apply To Me"**
- This job starts in January 2027. If hired, could you start in January 2027?
- This position is hybrid and is in our Houston, TX office. Are you able to work in our Houston, TX office?
- Do you have a bachelor's degree or will you have one by December 2026?
- Do you have experience with Microsoft Office?
- Do you have customer service experience?
- What is your minimum required salary? ***Please select only one range***
- I hereby certify that all statements made in this application are true and correct to the best of my knowledge and belief. I understand that any misrepresentations or omissions of facts in this application are grounds for disqualification from further consideration or for dismissal from employment. I authorize the company to inquire into my educational, professional and past employment history references as needed to research my qualifications for this position. If employed, I agree to conform to the rules, regulations and policies of the company. I understand that I will be an employee “at will” and either the company or I may terminate my employment relationship at any time for any reason not in violation of law. I hereby acknowledge that I have read and fully understand the forgoing and seek employment under these conditions.