The Client Relationship Manager will maintain client relationships, manage workloads, consult on plan operations, and ensure timely notice distributions, focusing on 401(k) administration.
If you excel at solving your clients’ 401(k) problems, you deserve better than a job that is just “okay”. Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? Are you tired of working insane overtime? If so, Administrative Fiduciary Services (AFS) may have a position for you!
Overview of the Position:
Administrative Fiduciary Services is looking to fill fully remote Client Relationship Manager positions. We will provide you with a home office set-up including a computer and a phone. We offer a great work experience for our remote employees!
What AFS Offers You:
This position supports a great work-life balance with a 37.5-hour work week, generous PTO, and overtime pay. We also financially support professional designations and offer regular, recurring, professional training. We offer a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, a 401(k) plan, and an HSA.
What You will Be Doing:
- Maintaining client and advisor relationships with a high client retention rate
- Maintaining a caseload of about 90 – 110 full-service partner level clients
- Managing and prioritizing workload towards weekly goals in a results-oriented team environment
- Working with other TPAs, recordkeepers, and advisors to ensure a great client experience
- Performing work according to AFS policies and procedures
- Consulting with clients regarding plan operation and design
- Identifying and assisting in resolving issues related to plan administration
- Monitoring recordkeeper message boards
- Monitoring notice deadlines and ensuring notices are distributed timely
- Reviewing and approving participant transactions
- Reviewing annual non-discrimination testing
- Reviewing and electronically filing the Form 5500 and other government forms
About You:
- Five or more years of 401(k) plan administration experience
- Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing
- NIPA credential, ASPPA credential, or a 4-year college degree
- Excellent written and verbal communication skills
- Excellent time management, organizational skills, and ability to multi-task
- Ability to proactively and independently manage a book of business
- High level of critical thinking
- Committed to lifelong learning and coachable
- Must have a clean background check (including a clean credit history check)
Compensation and Benefits:
- Base Salary $70,000 - $95,000
- Salaried, non-exempt
- Medical, dental, disability, and life insurance
- Paid time off
- 401(k) plan with employer match
Work Location/Hours:
- Work from home
- Must work from USA and be authorized to work for any US employer
- We will supply all necessary computer equipment
- 37.5-hour work week
- You may choose a start time between 7:30 am and 8:30 am
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