Client Relationship Manager

Job Description

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.

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:

• 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

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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