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Client Relationship Manager
Client Relationship ManagerNova 401(k) Associates • Springfield, MA, US
Client Relationship Manager

Client Relationship Manager

Nova 401(k) Associates • Springfield, MA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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 :

  • 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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