• Full Time
  • Menasha, WI
  • This position has been filled
  • Salary: $20.00-$22.00/hr. based on experience
Job ID: 142296


Are you an Account Manager who enjoys meeting deadlines and has strong time-management skills? Are you an Account Manager who has strong MSWD & Excel skills?

Our client has been driven to make a difference in the communities they serve since 1949. They promote a fun and family-oriented workplace that encourages continuous self-improvement.


As an Account Manager, you will communicate with clients regarding retirement plans as well as build relationships with clients & vendors.

  • Handle service requests by phone and email
  • Communicate client concerns or potential issues to the Wealth Advisor
  • Manage process to completion, delegating as appropriate
  • Partner with the Wealth Advisor to develop service plans for clients
  • Manage service plans
  • Manage new client onboarding
  • Assist with HR duties


  • Combination of customer service and office/administrative experience
  • 401(k) or HR knowledge a plus
  • Desire to learn the financial/401(k) and HR industry
  • May consider a recent Business graduate with professional people skills
  • Computer savvy
  • MSWD & Excel skills
  • PowerPoint skills a plus
  • Professional communication skills
  • Multi-task well in a fast-paced team environment
  • Strong time-management skills under tight deadlines
  • Live within driving distance of Menasha, WI


  • Family-like atmosphere
  • Great work/life balance
  • Fun and family oriented
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Disability insurance
  • 401(k)


Hours: 8:00am-4:30pm

Length: Temporary-to-Hire

Pay for the Account Manager position: $20.00-$22.00/hr. based on experience

Location: Menasha, WI. Once trained there is an option for a hybrid schedule. Must live within driving distance of Menasha, WI

Job ID: 142296

Job descriptions may not include every responsibility or qualification of the position.

Cadre is an Equal Opportunity Employer.