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Entry Level Account Manager
Nova 401(k) Associates. Provide clients support on 401(k) issues over the phone .
Posted 10/14/2026full-timeHouston • Texas • United StatesEntry Level💰 $55,000 - $60,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client support capabilities in 401(k) services, with proficiency in managing client communications and documentation. Possesses excellent organizational and time management skills to effectively prioritize tasks and achieve weekly goals.
Highest-signal resume keywords
Client Support401(k) KnowledgeMicrosoft Office ProficiencyExcellent Communication SkillsTime Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Census SubmissionForm 5500 AssistanceWeb-Access TroubleshootingHelp Desk ExperienceVOIP Phone Systems Knowledge
Soft Skills
Excellent Written CommunicationExcellent Verbal CommunicationOrganizational SkillsMultitasking AbilityCoachable
Tools & Technologies
Microsoft TeamsWorkflow Management System
Certifications & Qualifications
Industry Designation
Industry Keywords
Client ServiceSolo(k) ServicesNova Policies and Procedures
Tech Stack
Tools & technologiesVoIP
About the role
Key responsibilities & impact- Provide clients support on 401(k) issues over the phone
- Assist clients with census submission questions and submitting Form 5500
- Maintain a high level of client service for team-based Solo(k) Services
- Manage and prioritize workload toward weekly goals
- Consult with clients regarding plan operation, design, and platform upgrades
- Follow up by phone with clients about missing items
- Assist clients via phone, video conference, or email with census submissions, Forms 5500, simple 401(k) questions, password resets, and web-access troubleshooting
- Collaborate with account managers and others to ensure a positive client experience
- Document client interactions in the workflow management system
- Assist with assigned tasks to balance workloads and receive well-rounded training
- Perform work according to Nova policies and procedures
- Complete assigned training
- Work toward obtaining an industry designation
Requirements
What you’ll need- Bachelor’s degree
- Excellent written communication skills and ability to compose a professional email
- Excellent verbal communication skills and knowledge of phone etiquette
- Excellent time management and organizational skills
- Ability to multitask
- Experience with Microsoft Office and comfort using a computer
- Must be authorized to work for any US employer
- Must attend regular video meetings via Microsoft Teams or equivalent
- Ability to work standard business hours, 40 hours per week
- Willingness to complete assigned training
- Willingness to work towards obtaining an industry designation
- Customer service experience a plus
- Knowledge of VOIP phone systems a plus
- Help desk experience a plus
- Committed to lifelong learning and coachable
Benefits
Comp & perks- Paid training
- Industry credential support, including paid study time, exams, and professional membership fees
- Medical insurance
- Dental insurance
- Disability insurance
- Life insurance
- Paid time off
- 401(k) plan with employer match
- Work-life balance
- Promotion and advancement opportunities
- Necessary computer equipment supplied