Client services manager [h1.location_city]
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Client services manager • knoxville tn
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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!
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!
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 :
Compensation and Benefits :
Work Location / Hours :