Team Leader

AFS is hiring a Team Leader for the Client Relations Team. The focus of this position is managing a team of professionals to meet firm goals. The Team Leader is responsible for training, goal setting, creating a positive work environment for junior staff, and performance reviews for the team members. Team leaders typically have input into setting policies and are expected to champion AFS culture and goals. Team leaders are evaluated primarily on the success of their team. For this position, an individual must have a minimum ten years of industry experience and five years of supervisory experience.

Job Responsibilities

Manage a team of 6-8 staff members, which will include some combination of Senior Account Managers, Account Managers and Associate Account Managers. Management will include ensuring client satisfaction of the clients assigned to the team, managing the team to meet AFS’s performance metrics, providing training and feedback to team members, and completing salary and performance reviews

Must be a champion for AFS values and policies

Assist in training staff members throughout the year

Resolve a minimum of 50% of service issues escalated by team members

Keep current with new regulations and legislation as well as an awareness of proposed regulations and legislation

Assist with a minimum of three AFS client/broker outreach initiatives throughout the year, such as live seminars, webinars, or special AFS events

Assist team members with annual client reviews

Maintain a caseload of about 50 clients

Provide design and consulting services to plans assigned to the team

Cultivate existing client relationships for plans assigned to the team

Communicate with principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans assigned to the team

Qualifications

10+ years of experience in nondiscrimination testing

5+ years of supervisory experience

Credentials with a nationally recognized organization (ASPPA or NIPA)

Strong knowledge of ERISA and Internal Revenue Code and Regulations

Strong research and analytical skills

Excellent written and verbal communication skills

Proficiency in MS Excel and MS Word

Superior organizational and coordination skills

Flexibility, adaptability, and ability to multi-task

Knowledge of Pension Pro is a plus

Compensation and Benefits

Base Salary $80,000-$120,000

Salaried, 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

You may choose a start time between 7:30 am and 8:30 am

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