Account Manager

We are looking for an Account Manager to join a team in Charlotte, North Carolina in a contract-to-permanent capacity. This position supports client-facing retirement plan administration activities and is ideal for someone who can combine relationship management with strong operational accuracy. The role will work closely with employer-sponsored plan activity, participant transactions, and payroll-related contribution processes while delivering responsive service to business clients and stakeholders.

Responsibilities:
• Manage business relationships by serving as a primary point of contact for account-related questions, service needs, and issue resolution.
• Support administration of employer-sponsored retirement plans, including participant transaction handling and withdrawal-related activities in accordance with plan rules and regulatory guidelines.
• Review and process payroll contribution files, ensuring deductions are accurately applied and invested within established timelines.
• Maintain precise account records, documentation, and reporting tied to defined contribution plans and tax-related activities.
• Respond to inbound inquiries from clients and internal partners with clear communication and timely follow-through.
• Use spreadsheets and Excel-based tools, including macros when needed, to organize data, track activity, and improve processing accuracy.
• Partner with administrative and service teams to resolve discrepancies, prevent errors, and uphold a high standard of account support.
• Assist with ongoing account servicing needs across retirement plan operations, including recordkeeping and contribution-related processing tasks.
• Experience in account management, inside sales, or business-to-business client support.
• Working knowledge of 401(k), RRSP, or other defined contribution plan administration.
• Familiarity with participant withdrawals, contribution processing, and payroll deduction workflows.
• Ability to build strong client relationships and manage inbound requests in a service-driven environment.
• Proficiency with Excel and spreadsheet-based reporting, including comfort working with detailed data.
• Understanding of recordkeeping, tax reporting elements, and documentation requirements related to retirement plans.
• Strong attention to detail and the ability to maintain accuracy in a fast-paced administrative setting.
TalentMatch®

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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