Job description

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. We get it. We listen. We communicate. Click Here to review our Privacy Policy

Requirements

Must-haves

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
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
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, organizational skills, and ability to multi-task
Experience with Microsoft Office and comfortable using a computer
Committed to lifelong learning and coachable
Base Salary $55,000 - $60,000
Salaried, non-exempt position
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

Nice-to-haves

Customer service experience a plus
Knowledge of VOIP phone systems a plus
Help desk experience a plus

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Dental

401(K)

Paid Time Off