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 Click Here to review our Privacy Policy