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Financial Services

Entry Level Associate Account Manager

Houston, TXHybridFull TimeJunior / Entry-level$55,000–$60,000 /yrPosted 2 months ago

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Required skills

  • January 2027
  • Associate Account Manager
  • customer service
  • census submission
  • Form 5500
  • client retention
  • results-oriented
  • plan operation
  • plan design
  • Microsoft Office

Nice to have

  • VOIP phone systems
  • help desk experience

Role summary

Nova 401(k) Associates is seeking motivated individuals to join their team as Associate Account Managers in January 2027. This hybrid role, based in Houston, TX, involves providing phone support to clients regarding 401(k) issues, including census submissions and Form 5500. The position offers paid training, support for industry credentials, and opportunities for growth within the company. Responsibilities include managing client relationships, maintaining high retention rates, and documenting interactions. A Bachelor's degree and strong communication, organizational, and computer skills are required. Experience in customer service, VOIP systems, or help desk support is a plus.

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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