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

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