Client Relationship Manager

<p>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!</p> <p><br><strong>Overview of the Position:</strong></p> <p>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!</p> <p><br><strong>What AFS Offers You:</strong></p> <p>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.</p> <p><br><strong>What You will Be Doing:</strong></p> <ul> <li>Maintaining client and advisor relationships with a high client retention rate</li> <li>Maintaining a caseload of about 90 – 110 full-service partner level clients</li> <li>Managing and prioritizing workload towards weekly goals in a results-oriented team environment</li> <li>Working with other TPAs, recordkeepers, and advisors to ensure a great client experience</li> <li>Performing work according to AFS policies and procedures</li> <li>Consulting with clients regarding plan operation and design</li> <li>Identifying and assisting in resolving issues related to plan administration</li> <li>Monitoring recordkeeper message boards</li> <li>Monitoring notice deadlines and ensuring notices are distributed timely</li> <li>Reviewing and approving participant transactions</li> <li>Reviewing annual non-discrimination testing</li> <li>Reviewing and electronically filing the Form 5500 and other government forms</li> </ul> <p><br><strong>About You:</strong></p> <ul> <li>Five or more years of 401(k) plan administration experience</li> <li>Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing</li> <li>NIPA credential, ASPPA credential, or a 4-year college degree</li> <li>Excellent written and verbal communication skills</li> <li>Excellent time management, organizational skills, and ability to multi-task</li> <li>Ability to proactively and independently manage a book of business</li> <li>High level of critical thinking</li> <li>Committed to lifelong learning and coachable</li> <li>Must have a clean background check (including a clean credit history check)</li> </ul> <p><strong>Compensation and Benefits:</strong></p> <ul> <li>Base Salary $70,000 - $95,000</li> <li>Salaried, non-exempt</li> <li>Medical, dental, disability, and life insurance</li> <li>Paid time off</li> <li>401(k) plan with employer match</li> </ul> <p><strong>Work Location/Hours:</strong></p> <ul> <li>Work from home</li> <li>Must work from USA and be authorized to work for any US employer</li> <li>We will supply all necessary computer equipment</li> <li>37.5-hour work week</li> <li>You may choose a start time between 7:30 am and 8:30 am</li> </ul><div class="content-conclusion"><p><a href="https://nova401k.com/wp-content/uploads/2024/03/CCPA_Privacy_Notice_Employees_Job_Applicants.pdf">Click Here</a> to review our Privacy Policy</p></div>