Client Relationship Manager

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 rateMaintaining a caseload of about 90 – 110 full-service partner level clientsManaging and prioritizing workload towards weekly goals in a results-oriented team environmentWorking with other TPAs, recordkeepers, and advisors to ensure a great client experiencePerforming work according to AFS policies and proceduresConsulting with clients regarding plan operation and designIdentifying and assisting in resolving issues related to plan administrationMonitoring recordkeeper message boardsMonitoring notice deadlines and ensuring notices are distributed timelyReviewing and approving participant transactionsReviewing annual non-discrimination testingReviewing and electronically filing the Form 5500 and other government formsAbout You:Five or more years of 401(k) plan administration experienceSuperior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testingNIPA credential, ASPPA credential, or a 4-year college degreeExcellent written and verbal communication skillsExcellent time management, organizational skills, and ability to multi-taskAbility to proactively and independently manage a book of businessHigh level of critical thinkingCommitted to lifelong learning and coachableMust have a clean background check (including a clean credit history check)Compensation and Benefits:Base Salary $70,000 - $95,000Salaried, non-exemptMedical, dental, disability, and life insurancePaid time off401(k) plan with employer matchWork Location/Hours:Work from homeMust work from USA and be authorized to work for any US employerWe will supply all necessary computer equipment37.5-hour work weekYou may choose a start time between 7:30 am and 8:30 amClick Here to review our Privacy PolicyOriginally posted on Himalayas Apply To this Job