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 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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Originally posted on Himalayas