Client Relationship Manager - Remote

Overview

Administrative Fiduciary Services is looking to fill fully remote Client Relationship Manager positions, providing a great work experience for remote employees.

In Short

• Fully remote position with a home office setup
• Maintaining client and advisor relationships
• Managing a caseload of 90 – 110 clients
• Consulting with clients on plan operation and design
• Identifying and resolving issues related to plan administration
• Reviewing and approving participant transactions
• Five or more years of 401(k) plan administration experience required
• Excellent communication and organizational skills needed
• Base salary between $72,000 - $92,000
• 37.5-hour work week with flexible start times

Requirements

• Five or more years of 401(k) plan administration experience
• Superior knowledge of ADP/ACP and non-discrimination testing
• NIPA or ASPPA credential, or a 4-year college degree
• Excellent written and verbal communication skills
• Strong time management and organizational skills
• Ability to manage a book of business independently
• High level of critical thinking
• Committed to lifelong learning

Benefits

• Competitive compensation package
• Medical, dental, disability, and life insurance
• Generous PTO and overtime pay
• 401(k) plan with employer match
• Financial support for professional designations