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Client Relationship Manager

Remote: 
Full Remote
Salary: 
72 - 92K yearly
Work from: 
United States

Offer summary

Qualifications:

Five years experience in 401(k) plan administration, Superior knowledge of retirement plan testing and credentials such as NIPA or ASPPA.

Key responsabilities:

  • Maintaining client and advisor relationships for high retention rate
  • Prioritizing workload towards weekly team goals and consulting clients on plan operations
Nova 401(k) Associates logo
Nova 401(k) Associates
51 - 200 Employees
About Nova 401(k) Associates
Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully. At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your business. And while your 401(k) plan may seem like a little detail, if you either don’t structure your plan correctly or aren’t proactive in managing it, your 401(k) plan can become a big headache. We fully understand the ins and outs of the 401(k) industry, so we don’t waste your time or money when it comes to creating an efficient 401(k) plan. The best way for us to serve our clients, is to understand their business. It’s the only way we can tell you what you need to know. Our account managers are skilled at listening to clients and asking the right questions to get to the client’s real goals, issues and problems, so that we can correctly consult without making inaccurate assumptions. When it comes to 401(k) plan expertise, we cut through the clutter and spare you the information overload. Our account managers are critical thinkers and understand the importance of clear, consistent communication. They talk to our clients and partners in a language they understand. At Nova 401(k) Associates, we offer actionable solutions instead of theoretical approaches.
See more Nova 401(k) Associates offers

Job description

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

Compensation and Benefits:

  • Base Salary $72,000 - $92,000
  • 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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Spoken language(s):
English
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