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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