Hybrid Entry Level Account Manager *Paid Training*

About the Role

Nova 401(k) Associates is seeking motivated professionals to join our team as Associate Account Managers starting in January 2027. This is a hybrid role with paid training, industry credential support, and opportunities for advancement.

Key Responsibilities

• Maintain a high level of client service for team-based Solo(k) Services.
• Manage and prioritize workload towards weekly goals in a results-oriented team environment.
• Consult with clients regarding plan operation, design, and upgrading platforms.
• Follow-up by phone with clients about missing items.
• Assist firm-wide clients via phone, video conference, or email with:
• Census submission issues.
• Submitting Forms 5500.
• Simple 401(k) questions.
• Resetting passwords.
• Troubleshooting web access.
• Collaborate with account managers and others to ensure a positive client experience.
• Document all client interactions in the workflow management system.
• Assist with other assigned tasks for well-rounded training.
• Perform work according to Nova policies and procedures.
• Complete assigned training.
• Work towards obtaining an industry designation.

Requirements & Tech Stack

• 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.
• Must attend regular video meetings via Microsoft Teams or equivalent.
• VOIP phone systems knowledge a plus.
• Help desk experience a plus.
• Committed to lifelong learning and coachable.

Qualifications

• Bachelor's degree.
• Customer service experience a plus.

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.
• Work hours: Standard business hours; 40 hours per week.
• You may choose a start time between 7:30 am and 8:30 am CST.
• We will supply all necessary computer equipment.

Salary & 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.
• Paid training.
• Industry credential support (study time, exams, professional membership fees).
• Eligible to apply for other positions after 18 months if QKA designation is obtained.