Client Relationship Manager - Remote

Overview

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!

In Short

• Fully remote position with flexible work hours
• Maintaining client and advisor relationships with a high client retention rate
• Managing a caseload of about 90 – 110 full-service partner level clients
• Consulting with clients regarding plan operation and design
• Identifying and resolving issues related to plan administration
• Reviewing and electronically filing the Form 5500 and other government forms
• Competitive compensation package including medical and dental insurance
• Generous PTO and overtime pay
• Support for professional designations and training
• 37.5-hour work week

Requirements

• 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 and organizational skills
• Ability to proactively manage a book of business
• High level of critical thinking
• Must have a clean background check

Benefits

• Base Salary $70,000 - $95,000
• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match