Retirement Account Manager - All Levels

Account Managers (AMs) are responsible for providing day-to-day client support, ensuring seamless service and addressing immediate needs. Serving as the face of Alerus, AMs deliver top-tier customer service by leveraging both their own expertise and the deep institutional knowledge of internal colleagues who support them behind the scenes. Acting as the primary point of contact—or “quarterback”—for all plan-related questions, AMs utilize Salesforce to efficiently route inquiries to the appropriate teams within Alerus Retirement and Benefits (ARB). They maintain close oversight of all open items related to their assigned plans, ensuring timely resolution and consistent client satisfaction.