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Account Manager

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Charlotte

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

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.

Job Responsibility:

  • 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

Requirements:

  • 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
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
May 03, 2026

Work Type:
On-site work
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