Client Relationship Manager

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. 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 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 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 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 You may choose a start time between 7:30 am and 8:30 am I hereby certify that all statements made in this application are true and correct to the best of my knowledge and belief. I understand that any misrepresentations or omissions of facts in this application are grounds for disqualification from further consideration or for dismissal from employment. I authorize the company to inquire into my educational, professional, and past employment history references as needed to research my qualifications for this position. If employed, I agree to conform to the rules, regulations, and policies of the company. I understand that I will be an employee “at will” and either the company or I may terminate my employment relationship at any time for any reason not in violation of law. I hereby acknowledge that I have read and fully understand the foregoing and seek employment under these conditions. #J-18808-Ljbffr