Client Relationship Manager

Role Overview

• 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

Requirements

• 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)

Benefits

• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match
• Professional development support